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Summit Trail Advisors’s DT Midstream DTM Stock Holding History

Summit Trail 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 		$1.18M Sell
8,035
-1,298
-14% -$184K 0.01% 908
2026
Q1 		$1.26M Buy
9,333
+3,957
+74% +$516K 0.02% 825
2025
Q4 		$647K Sell
5,376
-1,539
-22% -$177K 0.01% 1005
2025
Q3 		$784K Buy
+6,915
New +$723K 0.01% 945

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

Summit Trail Advisors's DTM Position: Q2 2026 in Review

Summit Trail Advisors reduced its DT Midstream (DTM) stake by 14% in Q2 2026, selling an estimated $184K and leaving 8,035 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #908.

Summit Trail Advisors first reported a position in DTM in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.26M in Q1 2026. 711 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Summit Trail Advisors held 8,035 shares of DT Midstream worth $1.18M as of Q2 2026.
  • Summit Trail Advisors sold 1,298 DT Midstream shares in Q2 2026, an estimated $184K.
  • DT Midstream made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #908 holding.
  • Summit Trail Advisors first reported a position in DT Midstream in Q3 2025 and has held it in 4 quarters since.
  • Summit Trail Advisors's DT Midstream position peaked at $1.26M in Q1 2026.
  • 711 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.