SOA Wealth Advisors’s DT Midstream DTM Stock Holding History

SOA Wealth 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	$40.8K	Buy	278 +2	+0.7%	+$283	0.01%	421
2026 Q1	$37.2K	Buy	276 +2	+0.7%	+$261	0.01%	414
2025 Q4	$32.8K	Buy	274 +2	+0.7%	+$230	0.01%	436
2025 Q3	$30.8K	Buy	272 +2	+0.7%	+$209	0.01%	447
2025 Q2	$29.7K	Buy	270 +2	+0.7%	+$203	0.01%	443
2025 Q1	$25.8K	Buy	268 +2	+0.8%	+$200	0.01%	430
2024 Q4	$26.5K	Buy	266 +2	+0.8%	+$190	﹤0.01%	410
2024 Q3	$20.7K	Buy	264 +3	+1%	+$224	﹤0.01%	443
2024 Q2	$18.5K	Buy	261 +3	+1%	+$197	﹤0.01%	451
2024 Q1	$15.8K	Buy	258 +3	+1%	+$167	﹤0.01%	473
2023 Q4	$14K	Buy	255 +3	+1%	+$165	﹤0.01%	484
2023 Q3	$13.3K	Buy	252 +4	+2%	+$209	﹤0.01%	489
2023 Q2	$12.3K	Buy	248 +3	+1%	+$144	﹤0.01%	509
2023 Q1	$12.1K	Buy	245 +3	+1%	+$155	﹤0.01%	504
2022 Q4	$13.4K	Buy	242 +3	+1%	+$171	﹤0.01%	478
2022 Q3	$12K	Buy	239 +3	+1%	+$162	﹤0.01%	478
2022 Q2	$11K	Buy	236 +3	+1%	+$164	﹤0.01%	481
2022 Q1	$12K	Buy	233 +2	+0.9%	+$104	﹤0.01%	546
2021 Q4	$11K	Hold	231	–	–	﹤0.01%	547
2021 Q3	$10K	Buy	+231	New	+$10.1K	﹤0.01%	584

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

SOA Wealth Advisors's DTM Position: Q2 2026 in Review

SOA Wealth Advisors increased its DT Midstream (DTM) stake by 0.72% in Q2 2026, buying an estimated $283 and bringing the position to 278 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #421.

SOA Wealth Advisors first reported a position in DTM in Q3 2021 and has held it in 20 quarters since. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

SOA Wealth Advisors held 278 shares of DT Midstream worth $40.8K as of Q2 2026.
SOA Wealth Advisors bought 2 DT Midstream shares in Q2 2026, an estimated $283.
DT Midstream made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #421 holding.
SOA Wealth Advisors first reported a position in DT Midstream in Q3 2021 and has held it in 20 quarters since.
711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.