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Steward Partners Investment Advisory’s DT Midstream DTM Stock Holding History

Steward Partners Investment Advisory’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 		$61.5K Sell
419
-1,656
-80% -$234K ﹤0.01% 2829
2026
Q1 		$279K Buy
2,075
+1,201
+137% +$157K ﹤0.01% 1837
2025
Q4 		$105K Sell
874
-300
-26% -$34.5K ﹤0.01% 2265
2025
Q3 		$133K Buy
1,174
+204
+21% +$21.3K ﹤0.01% 2074
2025
Q2 		$107K Buy
970
+130
+15% +$13.2K ﹤0.01% 2073
2025
Q1 		$81K Buy
840
+159
+23% +$15.9K ﹤0.01% 2138
2024
Q4 		$67.7K Buy
681
+41
+6% +$3.9K ﹤0.01% 2179
2024
Q3 		$50.3K Buy
640
+200
+45% +$14.9K ﹤0.01% 2236
2024
Q2 		$31.3K Buy
440
+200
+83% +$13.1K ﹤0.01% 2322
2024
Q1 		$14.7K Sell
240
-50
-17% -$2.78K ﹤0.01% 2650
2023
Q4 		$15.9K Hold
290
– – ﹤0.01% 2511
2023
Q3 		$15.3K Buy
290
+50
+21% +$2.61K ﹤0.01% 2430
2023
Q2 		$11.9K Buy
240
+50
+26% +$2.39K ﹤0.01% 2515
2023
Q1 		$9.38K Hold
190
– – ﹤0.01% 2567
2022
Q4 		$10.5K Hold
190
– – ﹤0.01% 2522
2022
Q3 		$10K Hold
190
– – ﹤0.01% 2528
2022
Q2 		$9K Hold
190
– – ﹤0.01% 2543
2022
Q1 		$10K Hold
190
– – ﹤0.01% 2651
2021
Q4 		$9K Sell
190
-125
-40% -$5.99K ﹤0.01% 2632
2021
Q3 		$15K Buy
+315
New +$13.8K ﹤0.01% 2445

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's DTM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its DT Midstream (DTM) stake by 80% in Q2 2026, selling an estimated $234K and leaving 419 shares worth $61.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2829.

Steward Partners Investment Advisory first reported a position in DTM in Q3 2021 and has held it in 20 quarters since. The position peaked at $279K in Q1 2026. 713 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Steward Partners Investment Advisory held 419 shares of DT Midstream worth $61.5K as of Q2 2026.
  • Steward Partners Investment Advisory sold 1,656 DT Midstream shares in Q2 2026, an estimated $234K.
  • DT Midstream made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2829 holding.
  • Steward Partners Investment Advisory first reported a position in DT Midstream in Q3 2021 and has held it in 20 quarters since.
  • Steward Partners Investment Advisory's DT Midstream position peaked at $279K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.