Lido Advisors
DTM icon

Lido Advisors’s DT Midstream DTM Stock Holding History

Lido Advisors’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
Q1 		$325K Sell
2,402
-888
-27% -$116K ﹤0.01% 1519
2025
Q4 		$379K Buy
3,290
+305
+10% +$35K ﹤0.01% 1443
2025
Q3 		$340K Buy
+2,985
New +$312K ﹤0.01% 1422

Other funds holding DTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's DTM Position: Q1 2026 in Review

Lido Advisors reduced its DT Midstream (DTM) stake by 27% in Q1 2026, selling an estimated $116K and leaving 2,402 shares worth $325K. The position accounts for ﹤0.01% of the portfolio, ranked #1519.

Lido Advisors first reported a position in DTM in Q3 2025 and has held it in 3 quarters since. The position peaked at $379K in Q4 2025. 679 funds tracked by Wall St. Rank hold DTM as of Q1 2026.

  • Lido Advisors held 2,402 shares of DT Midstream worth $325K as of Q1 2026.
  • Lido Advisors sold 888 DT Midstream shares in Q1 2026, an estimated $116K.
  • DT Midstream made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1519 holding.
  • Lido Advisors first reported a position in DT Midstream in Q3 2025 and has held it in 3 quarters since.
  • Lido Advisors's DT Midstream position peaked at $379K in Q4 2025.
  • 679 funds tracked by Wall St. Rank held DT Midstream as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.