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NewEdge Wealth’s DT Midstream DTM Stock Holding History

NewEdge Wealth’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 		$357K Sell
2,430
-395
-14% -$55.9K ﹤0.01% 976
2026
Q1 		$380K Sell
2,825
-788
-22% -$103K ﹤0.01% 898
2025
Q4 		$432K Buy
3,613
+85
+2% +$9.77K ﹤0.01% 899
2025
Q3 		$390K Sell
3,528
-661
-16% -$69.1K 0.01% 813
2025
Q2 		$436K Buy
4,189
+454
+12% +$46K 0.01% 745
2025
Q1 		$360K Sell
3,735
-404
-10% -$40.4K 0.01% 732
2024
Q4 		$411K Buy
4,139
+485
+13% +$46.2K 0.01% 679
2024
Q3 		$287K Buy
+3,654
New +$273K 0.01% 736

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

NewEdge Wealth's DTM Position: Q2 2026 in Review

NewEdge Wealth reduced its DT Midstream (DTM) stake by 14% in Q2 2026, selling an estimated $55.9K and leaving 2,430 shares worth $357K. The position accounts for ﹤0.01% of the portfolio, ranked #976.

NewEdge Wealth first reported a position in DTM in Q3 2024 and has held it in 8 quarters since. The position peaked at $436K in Q2 2025. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • NewEdge Wealth held 2,430 shares of DT Midstream worth $357K as of Q2 2026.
  • NewEdge Wealth sold 395 DT Midstream shares in Q2 2026, an estimated $55.9K.
  • DT Midstream made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #976 holding.
  • NewEdge Wealth first reported a position in DT Midstream in Q3 2024 and has held it in 8 quarters since.
  • NewEdge Wealth's DT Midstream position peaked at $436K in Q2 2025.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.