MWM
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Modern Wealth Management’s DT Midstream DTM Stock Holding History

Modern Wealth Management’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 		$1.16M Sell
7,882
-41
-0.5% -$5.8K 0.01% 484
2026
Q1 		$1.06M Buy
7,923
+362
+5% +$47.2K 0.02% 413
2025
Q4 		$905K Buy
7,561
+894
+13% +$103K 0.02% 420
2025
Q3 		$754K Sell
6,667
-283
-4% -$29.6K 0.01% 438
2025
Q2 		$764K Buy
6,950
+656
+10% +$66.4K 0.02% 406
2025
Q1 		$607K Sell
6,294
-58
-0.9% -$5.8K 0.02% 381
2024
Q4 		$632K Buy
6,352
+409
+7% +$38.9K 0.02% 325
2024
Q3 		$467K Sell
5,943
-38
-0.6% -$2.83K 0.03% 264
2024
Q2 		$425K Buy
5,981
+950
+19% +$62.4K 0.03% 246
2024
Q1 		$307K Buy
5,031
+63
+1% +$3.51K 0.03% 237
2023
Q4 		$272K Buy
+4,968
New +$274K 0.03% 155

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

Modern Wealth Management's DTM Position: Q2 2026 in Review

Modern Wealth Management reduced its DT Midstream (DTM) stake by 0.52% in Q2 2026, selling an estimated $5.8K and leaving 7,882 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #484.

Modern Wealth Management first reported a position in DTM in Q4 2023 and has held it in 11 quarters since. 709 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Modern Wealth Management held 7,882 shares of DT Midstream worth $1.16M as of Q2 2026.
  • Modern Wealth Management sold 41 DT Midstream shares in Q2 2026, an estimated $5.8K.
  • DT Midstream made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #484 holding.
  • Modern Wealth Management first reported a position in DT Midstream in Q4 2023 and has held it in 11 quarters since.
  • 709 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.