Orion Portfolio Solutions’s DT Midstream DTM Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$1.62M	Buy	16,816 +3,966	+31%	+$397K	0.02%	817
2024 Q4	$1.28M	Sell	12,850 -9,563	-43%	-$911K	0.01%	913
2024 Q3	$1.76M	Sell	22,413 -21,500	-49%	-$1.6M	0.02%	755
2024 Q2	$3.12M	Buy	43,913 +2,028	+5%	+$133K	0.03%	461
2024 Q1	$2.56M	Sell	41,885 -5,762	-12%	-$321K	0.03%	540
2023 Q4	$2.57M	Sell	47,647 -1,411	-3%	-$77.7K	0.03%	516
2023 Q3	$2.6M	Sell	49,058 -2,314	-5%	-$121K	0.03%	498
2023 Q2	$2.55M	Buy	51,372 +2,339	+5%	+$112K	0.03%	543
2023 Q1	$2.42M	Buy	49,033 +41,796	+578%	+$2.17M	0.03%	520
2022 Q4	$400K	Buy	7,237 +1,955	+37%	+$112K	0.01%	566
2022 Q3	$274K	Buy	+5,282	New	+$285K	0.01%	607

Other funds holding DTM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Orion Portfolio Solutions's DTM Position: Q1 2025 in Review

Orion Portfolio Solutions increased its DT Midstream (DTM) stake by 31% in Q1 2025, buying an estimated $397K and bringing the position to 16,816 shares worth $1.62M. The position accounts for 0.02% of the portfolio, ranked #817.

Orion Portfolio Solutions first reported a position in DTM in Q3 2022 and has held it in 11 quarters since. The position peaked at $3.12M in Q2 2024. 604 funds tracked by Wall St. Rank hold DTM as of Q1 2025.

Orion Portfolio Solutions held 16,816 shares of DT Midstream worth $1.62M as of Q1 2025.
Orion Portfolio Solutions bought 3,966 DT Midstream shares in Q1 2025, an estimated $397K.
DT Midstream made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #817 holding.
Orion Portfolio Solutions first reported a position in DT Midstream in Q3 2022 and has held it in 11 quarters since.
Orion Portfolio Solutions's DT Midstream position peaked at $3.12M in Q2 2024.
604 funds tracked by Wall St. Rank held DT Midstream as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.