SHP Wealth Management’s DT Midstream DTM Stock Holding History

SHP 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 Q1	$2.57K	Hold	19	–	–	﹤0.01%	1226
2025 Q4	$2.27K	Buy	+19	New	+$2.18K	﹤0.01%	1107

Other funds holding DTM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

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

Blackstone Inc New York $25.6B 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's DTM Position: Q1 2026 in Review

SHP Wealth Management held its DT Midstream (DTM) position steady in Q1 2026 at 19 shares worth $2.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

SHP Wealth Management first reported a position in DTM in Q4 2025 and has held it in 2 quarters since. 681 funds tracked by Wall St. Rank hold DTM as of Q1 2026.

SHP Wealth Management held 19 shares of DT Midstream worth $2.57K as of Q1 2026.
SHP Wealth Management left its DT Midstream share count unchanged in Q1 2026.
DT Midstream made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1226 holding.
SHP Wealth Management first reported a position in DT Midstream in Q4 2025 and has held it in 2 quarters since.
681 funds tracked by Wall St. Rank held DT Midstream as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.