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McKinley Carter Wealth Services’s DT Midstream DTM Stock Holding History

McKinley Carter Wealth Services’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 		$271K Hold
1,848
– – 0.01% 286
2026
Q1 		$249K Hold
1,848
– – 0.01% 276
2025
Q4 		$221K Sell
1,848
-149
-7% -$17.1K 0.01% 303
2025
Q3 		$226K Hold
1,997
– – 0.01% 303
2025
Q2 		$219K Buy
+1,997
New +$202K 0.01% 296

Other funds holding DTM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Neuberger Berman Group
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
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

McKinley Carter Wealth Services's DTM Position: Q2 2026 in Review

McKinley Carter Wealth Services held its DT Midstream (DTM) position steady in Q2 2026 at 1,848 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #286.

McKinley Carter Wealth Services first reported a position in DTM in Q2 2025 and has held it in 5 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • McKinley Carter Wealth Services held 1,848 shares of DT Midstream worth $271K as of Q2 2026.
  • McKinley Carter Wealth Services left its DT Midstream share count unchanged in Q2 2026.
  • DT Midstream made up 0.01% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #286 holding.
  • McKinley Carter Wealth Services first reported a position in DT Midstream in Q2 2025 and has held it in 5 quarters since.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.