Perigon Wealth Management’s DT Midstream DTM Stock Holding History

Perigon 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	$236K	Buy	1,607 +9	+0.6%	+$1.27K	﹤0.01%	1277
2026 Q1	$215K	Buy	+1,598	New	+$208K	﹤0.01%	1186
2025 Q1	–	Sell	-5,032	Closed	-$565K	–	1048
2024 Q4	$565K	Buy	5,032 +707	+16%	+$67.3K	0.01%	605
2024 Q3	$340K	Buy	4,325 +91	+2%	+$6.79K	0.01%	740
2024 Q2	$301K	Buy	4,234 +9	+0.2%	+$591	0.01%	688
2024 Q1	$258K	Buy	+4,225	New	+$235K	0.01%	723

Other funds holding DTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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 New York $32.9B AUM 23.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Perigon Wealth Management increased its DT Midstream (DTM) stake by 0.56% in Q2 2026, buying an estimated $1.27K and bringing the position to 1,607 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.

Perigon Wealth Management first reported a position in DTM in Q1 2024 and has held it in 6 quarters since. The position peaked at $565K in Q4 2024. 707 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

Perigon Wealth Management held 1,607 shares of DT Midstream worth $236K as of Q2 2026.
Perigon Wealth Management bought 9 DT Midstream shares in Q2 2026, an estimated $1.27K.
DT Midstream made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1277 holding.
Perigon Wealth Management first reported a position in DT Midstream in Q1 2024 and has held it in 6 quarters since.
Perigon Wealth Management's DT Midstream position peaked at $565K in Q4 2024.
707 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.