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Sigma Planning Corp’s DT Midstream DTM Stock Holding History

Sigma Planning Corp’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 		$2.11M Sell
14,402
-2,013
-12% -$285K 0.05% 351
2026
Q1 		$2.21M Sell
16,415
-398
-2% -$51.9K 0.06% 315
2025
Q4 		$2.01M Buy
16,813
+1,280
+8% +$147K 0.06% 335
2025
Q3 		$1.76M Sell
15,533
-3
-0% -$314 0.05% 356
2025
Q2 		$1.71M Sell
15,536
-4,748
-23% -$481K 0.05% 343
2025
Q1 		$1.96M Buy
20,284
+1,062
+6% +$106K 0.06% 291
2024
Q4 		$1.91M Buy
19,222
+1,466
+8% +$140K 0.06% 294
2024
Q3 		$1.4M Sell
17,756
-353
-2% -$26.3K 0.04% 391
2024
Q2 		$1.29M Buy
18,109
+1,798
+11% +$118K 0.04% 408
2024
Q1 		$997K Buy
+16,311
New +$908K 0.03% 506
2023
Q4 		– Sell
-16,343
Closed -$865K – 930
2023
Q3 		$865K Buy
16,343
+4,448
+37% +$232K 0.03% 510
2023
Q2 		$590K Sell
11,895
-6,434
-35% -$308K 0.02% 665
2023
Q1 		$905K Buy
18,329
+4,416
+32% +$229K 0.03% 551
2022
Q4 		$769K Sell
13,913
-407
-3% -$23.3K 0.03% 586
2022
Q3 		$743K Buy
14,320
+682
+5% +$36.8K 0.03% 569
2022
Q2 		$669K Sell
13,638
-1,168
-8% -$63.8K 0.02% 628
2022
Q1 		$803K Sell
14,806
-1,202
-8% -$62.6K 0.02% 630
2021
Q4 		$768K Sell
16,008
-294
-2% -$14.1K 0.02% 658
2021
Q3 		$754K Buy
+16,302
New +$713K 0.02% 646

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

Sigma Planning Corp's DTM Position: Q2 2026 in Review

Sigma Planning Corp reduced its DT Midstream (DTM) stake by 12% in Q2 2026, selling an estimated $285K and leaving 14,402 shares worth $2.11M. The position accounts for 0.05% of the portfolio, ranked #351.

Sigma Planning Corp first reported a position in DTM in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.21M in Q1 2026. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Sigma Planning Corp held 14,402 shares of DT Midstream worth $2.11M as of Q2 2026.
  • Sigma Planning Corp sold 2,013 DT Midstream shares in Q2 2026, an estimated $285K.
  • DT Midstream made up 0.05% of Sigma Planning Corp's portfolio in Q2 2026, its #351 holding.
  • Sigma Planning Corp first reported a position in DT Midstream in Q3 2021 and has held it in 19 quarters since.
  • Sigma Planning Corp's DT Midstream position peaked at $2.21M in Q1 2026.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.