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Mount Yale Investment Advisors’s DT Midstream DTM Stock Holding History

Mount Yale Investment 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
Q2 		$386K Sell
2,616
-597
-19% -$84.4K 0.01% 883
2026
Q1 		$436K Buy
3,213
+306
+11% +$39.9K 0.01% 764
2025
Q4 		$350K Buy
+2,907
New +$334K 0.02% 549
2025
Q3 		– Sell
-144
Closed -$15.8K – 909
2025
Q2 		$15.8K Buy
+144
New +$14.6K ﹤0.01% 1079

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

Mount Yale Investment Advisors's DTM Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its DT Midstream (DTM) stake by 19% in Q2 2026, selling an estimated $84.4K and leaving 2,616 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #883.

Mount Yale Investment Advisors first reported a position in DTM in Q2 2025 and has held it in 4 quarters since. The position peaked at $436K in Q1 2026. 709 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Mount Yale Investment Advisors held 2,616 shares of DT Midstream worth $386K as of Q2 2026.
  • Mount Yale Investment Advisors sold 597 DT Midstream shares in Q2 2026, an estimated $84.4K.
  • DT Midstream made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #883 holding.
  • Mount Yale Investment Advisors first reported a position in DT Midstream in Q2 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's DT Midstream position peaked at $436K in Q1 2026.
  • 709 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.