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Sound View Wealth Advisors Group’s DT Midstream DTM Stock Holding History

Sound View Wealth Advisors Group’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 		$292K Buy
1,991
+200
+11% +$28.3K 0.02% 363
2026
Q1 		$241K Sell
1,791
-400
-18% -$52.2K 0.02% 377
2025
Q4 		$262K Hold
2,191
– – 0.02% 363
2025
Q3 		$248K Sell
2,191
-475
-18% -$49.6K 0.02% 383
2025
Q2 		$293K Buy
2,666
+488
+22% +$49.4K 0.02% 351
2025
Q1 		$210K Buy
+2,178
New +$218K 0.02% 388

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

Sound View Wealth Advisors Group's DTM Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its DT Midstream (DTM) stake by 11% in Q2 2026, buying an estimated $28.3K and bringing the position to 1,991 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #363.

Sound View Wealth Advisors Group first reported a position in DTM in Q1 2025 and has held it in 6 quarters since. The position peaked at $293K in Q2 2025. 707 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,991 shares of DT Midstream worth $292K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 200 DT Midstream shares in Q2 2026, an estimated $28.3K.
  • DT Midstream made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #363 holding.
  • Sound View Wealth Advisors Group first reported a position in DT Midstream in Q1 2025 and has held it in 6 quarters since.
  • Sound View Wealth Advisors Group's DT Midstream position peaked at $293K in Q2 2025.
  • 707 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.