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United Capital Financial Advisors’s DT Midstream DTM Stock Holding History

United Capital Financial 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 		$340K Sell
2,319
-455
-16% -$64.4K ﹤0.01% 1310
2026
Q1 		$374K Buy
+2,774
New +$362K ﹤0.01% 1217
2025
Q4 		– Sell
-2,006
Closed -$227K – 1379
2025
Q3 		$227K Sell
2,006
-6
-0.3% -$627 ﹤0.01% 1112
2025
Q2 		$221K Buy
+2,012
New +$204K ﹤0.01% 1022
2025
Q1 		– Sell
-2,098
Closed -$209K – 1078
2024
Q4 		$209K Buy
+2,098
New +$200K ﹤0.01% 1008

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

United Capital Financial Advisors's DTM Position: Q2 2026 in Review

United Capital Financial Advisors reduced its DT Midstream (DTM) stake by 16% in Q2 2026, selling an estimated $64.4K and leaving 2,319 shares worth $340K. The position accounts for ﹤0.01% of the portfolio, ranked #1310.

United Capital Financial Advisors first reported a position in DTM in Q4 2024 and has held it in 5 quarters since. The position peaked at $374K in Q1 2026. 707 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • United Capital Financial Advisors held 2,319 shares of DT Midstream worth $340K as of Q2 2026.
  • United Capital Financial Advisors sold 455 DT Midstream shares in Q2 2026, an estimated $64.4K.
  • DT Midstream made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1310 holding.
  • United Capital Financial Advisors first reported a position in DT Midstream in Q4 2024 and has held it in 5 quarters since.
  • United Capital Financial Advisors's DT Midstream position peaked at $374K in Q1 2026.
  • 707 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.