Pathstone Holdings
DTM icon

Pathstone Holdings’s DT Midstream DTM Stock Holding History

Pathstone Holdings’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
Q1 		$3.87M Buy
28,617
+279
+1% +$36.4K 0.02% 685
2025
Q4 		$3.4M Buy
28,338
+16
+0.1% +$1.84K 0.01% 739
2025
Q3 		$3.21M Buy
28,322
+97
+0.3% +$10.1K 0.01% 762
2025
Q2 		$3.11M Buy
28,225
+4,173
+17% +$423K 0.01% 747
2025
Q1 		$2.33M Buy
24,052
+3,899
+19% +$390K 0.01% 897
2024
Q4 		$2.01M Sell
20,153
-526
-3% -$50.1K 0.01% 971
2024
Q3 		$1.63M Buy
20,679
+668
+3% +$49.8K 0.01% 1100
2024
Q2 		$1.42M Buy
20,011
+7,114
+55% +$467K 0.01% 1109
2024
Q1 		$789K Buy
12,897
+3,488
+37% +$194K ﹤0.01% 1438
2023
Q4 		$516K Buy
+9,409
New +$518K ﹤0.01% 1489

Other funds holding DTM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $3.35B AUM 22.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return