Kovitz Investment Group Partners’s DT Midstream DTM Stock Holding History

Kovitz Investment Group Partners’s Portfolio DTM Stock Details DTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$216K	Sell	1,474 -53	-3%	-$7.5K	﹤0.01%	466
2026 Q1	$206K	Buy	+1,527	New	+$199K	﹤0.01%	477
2025 Q4	–	Sell	-5,011	Closed	-$567K	–	675
2025 Q3	$567K	Sell	5,011 -387	-7%	-$40.4K	﹤0.01%	992
2025 Q2	$594K	Buy	5,398 +280	+5%	+$28.4K	﹤0.01%	928
2025 Q1	$494K	Buy	5,118 +1,250	+32%	+$125K	﹤0.01%	909
2024 Q4	$385K	Sell	3,868 -490	-11%	-$46.7K	﹤0.01%	969
2024 Q3	$308K	Sell	4,358 -12,581	-74%	-$939K	﹤0.01%	866
2024 Q2	$1.2M	Sell	16,939 -187	-1%	-$12.3K	0.01%	500
2024 Q1	$1.05M	Buy	+17,126	New	+$953K	0.01%	406

Other funds holding DTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kovitz Investment Group Partners's DTM Position: Q2 2026 in Review

Kovitz Investment Group Partners reduced its DT Midstream (DTM) stake by 3.5% in Q2 2026, selling an estimated $7.5K and leaving 1,474 shares worth $216K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Kovitz Investment Group Partners first reported a position in DTM in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q2 2024. 713 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

Kovitz Investment Group Partners held 1,474 shares of DT Midstream worth $216K as of Q2 2026.
Kovitz Investment Group Partners sold 53 DT Midstream shares in Q2 2026, an estimated $7.5K.
DT Midstream made up ﹤0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #466 holding.
Kovitz Investment Group Partners first reported a position in DT Midstream in Q1 2024 and has held it in 9 quarters since.
Kovitz Investment Group Partners's DT Midstream position peaked at $1.2M in Q2 2024.
713 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.