Waverly Advisors’s DT Midstream DTM Stock Holding History

Waverly 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	$387K	Buy	2,635 +21	+0.8%	+$2.97K	﹤0.01%	1290
2026 Q1	$352K	Buy	+2,614	New	+$341K	﹤0.01%	1235

Other funds holding DTM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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 New York $32.9B AUM 23.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Waverly Advisors's DTM Position: Q2 2026 in Review

Waverly Advisors increased its DT Midstream (DTM) stake by 0.8% in Q2 2026, buying an estimated $2.97K and bringing the position to 2,635 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Waverly Advisors first reported a position in DTM in Q1 2026 and has held it in 2 quarters since. 707 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

Waverly Advisors held 2,635 shares of DT Midstream worth $387K as of Q2 2026.
Waverly Advisors bought 21 DT Midstream shares in Q2 2026, an estimated $2.97K.
DT Midstream made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1290 holding.
Waverly Advisors first reported a position in DT Midstream in Q1 2026 and has held it in 2 quarters since.
707 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.