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Twin Peaks Wealth Advisors’s DT Midstream DTM Stock Holding History

Twin Peaks 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 		– Sell
-85
Closed -$11.4K – 766
2026
Q1 		$11.4K Buy
+85
New +$11.1K ﹤0.01% 989
2025
Q3 		– Sell
-58
Closed -$6K – 684
2025
Q2 		$6K Buy
+58
New +$5.87K ﹤0.01% 1216

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

Twin Peaks Wealth Advisors's DTM Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of DT Midstream (DTM) in Q2 2026, closing a stake of 85 shares — an estimated $11.4K sold.

Twin Peaks Wealth Advisors first reported a position in DTM in Q2 2025 and held it in 2 quarters. The position peaked at $11.4K in Q1 2026. 712 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining DT Midstream position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 85 DT Midstream shares in Q2 2026, an estimated $11.4K.
  • Twin Peaks Wealth Advisors first reported a position in DT Midstream in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's DT Midstream position peaked at $11.4K in Q1 2026.
  • 712 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.