UBS AM
DTM icon

UBS AM’s DT Midstream DTM Stock Holding History

UBS AM’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
Q1 		$31.3M Buy
232,546
+2,060
+0.9% +$269K 0.01% 736
2025
Q4 		$27.6M Sell
230,486
-14,333
-6% -$1.65M 0.01% 751
2025
Q3 		$27.7M Sell
244,819
-137,532
-36% -$14.4M 0.01% 732
2025
Q2 		$42M Buy
382,351
+106,110
+38% +$10.7M 0.01% 753
2025
Q1 		$26.7M Buy
276,241
+31,894
+13% +$3.19M 0.01% 847
2024
Q4 		$24.3M Buy
244,347
+3,147
+1% +$300K 0.01% 881
2024
Q3 		$19M Buy
241,200
+7,956
+3% +$594K ﹤0.01% 968
2024
Q2 		$16.6M Buy
233,244
+95,871
+70% +$6.29M ﹤0.01% 933
2024
Q1 		$8.39M Sell
137,373
-2,654
-2% -$148K ﹤0.01% 1059
2023
Q4 		$7.67M Buy
140,027
+4,150
+3% +$229K ﹤0.01% 1087
2023
Q3 		$7.19M Sell
135,877
-40,713
-23% -$2.12M ﹤0.01% 1070
2023
Q2 		$8.72M Hold
176,590
– – ﹤0.01% 1021
2023
Q1 		$8.72M Sell
176,590
-2,643
-1% -$137K ﹤0.01% 1021
2022
Q4 		$9.9M Buy
179,233
+13,489
+8% +$771K 0.01% 938
2022
Q3 		$8.6M Sell
165,744
-18,905
-10% -$1.02M ﹤0.01% 1007
2022
Q2 		$9.05M Buy
184,649
+10,246
+6% +$559K ﹤0.01% 988
2022
Q1 		$9.46M Buy
174,403
+9,030
+5% +$470K ﹤0.01% 1084
2021
Q4 		$7.93M Buy
165,373
+21,307
+15% +$1.02M ﹤0.01% 1212
2021
Q3 		$6.66M Buy
+144,066
New +$6.3M ﹤0.01% 1247

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VPM
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VCM
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State Street
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Deutsche Bank
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TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
5NCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return