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Sequoia Financial Advisors’s DT Midstream DTM Stock Holding History

Sequoia Financial 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 		$1.67M Buy
11,376
+422
+4% +$59.7K 0.01% 709
2026
Q1 		$1.48M Sell
10,954
-2,480
-18% -$323K 0.01% 723
2025
Q4 		$1.61M Buy
13,434
+3,380
+34% +$388K 0.01% 661
2025
Q3 		$1.14M Sell
10,054
-2,044
-17% -$214K 0.01% 722
2025
Q2 		$1.33M Buy
12,098
+5,005
+71% +$507K 0.01% 590
2025
Q1 		$684K Sell
7,093
-1,173
-14% -$117K 0.01% 746
2024
Q4 		$822K Buy
8,266
+184
+2% +$17.5K 0.01% 645
2024
Q3 		$636K Buy
8,082
+1,494
+23% +$111K 0.01% 672
2024
Q2 		$468K Sell
6,588
-8
-0.1% -$525 0.01% 712
2024
Q1 		$403K Buy
6,596
+537
+9% +$29.9K 0.01% 758
2023
Q4 		$332K Buy
6,059
+1,106
+22% +$60.9K ﹤0.01% 882
2023
Q3 		$262K Sell
4,953
-33
-0.7% -$1.72K ﹤0.01% 741
2023
Q2 		$247K Buy
4,986
+166
+3% +$7.94K ﹤0.01% 769
2023
Q1 		$238K Buy
4,820
+173
+4% +$8.96K 0.01% 708
2022
Q4 		$257K Buy
4,647
+763
+20% +$43.6K 0.01% 640
2022
Q3 		$202K Sell
3,884
-218
-5% -$11.8K 0.01% 489
2022
Q2 		$201K Sell
4,102
-1,997
-33% -$109K 0.01% 547
2022
Q1 		$331K Sell
6,099
-671
-10% -$35K 0.01% 475
2021
Q4 		$325K Buy
+6,770
New +$324K 0.01% 429

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

Sequoia Financial Advisors's DTM Position: Q2 2026 in Review

Sequoia Financial Advisors increased its DT Midstream (DTM) stake by 3.9% in Q2 2026, buying an estimated $59.7K and bringing the position to 11,376 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #709.

Sequoia Financial Advisors first reported a position in DTM in Q4 2021 and has held it in 19 quarters since. 706 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Sequoia Financial Advisors held 11,376 shares of DT Midstream worth $1.67M as of Q2 2026.
  • Sequoia Financial Advisors bought 422 DT Midstream shares in Q2 2026, an estimated $59.7K.
  • DT Midstream made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #709 holding.
  • Sequoia Financial Advisors first reported a position in DT Midstream in Q4 2021 and has held it in 19 quarters since.
  • 706 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.