WPA
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Wealth Preservation Advisors’s DT Midstream DTM Stock Holding History

Wealth Preservation 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
-32
Closed -$4.31K – 323
2026
Q1 		$4.31K Hold
32
– – ﹤0.01% 507
2025
Q4 		$3.83K Hold
32
– – ﹤0.01% 416
2025
Q3 		$3.62K Hold
32
– – ﹤0.01% 415
2025
Q2 		$3.52K Hold
32
– – ﹤0.01% 411
2025
Q1 		$3.09K Buy
+32
New +$3.2K ﹤0.01% 439

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

Wealth Preservation Advisors's DTM Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of DT Midstream (DTM) in Q2 2026, closing a stake of 32 shares — an estimated $4.31K sold.

Wealth Preservation Advisors first reported a position in DTM in Q1 2025 and held it in 5 quarters. The position peaked at $4.31K in Q1 2026. 709 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining DT Midstream position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 32 DT Midstream shares in Q2 2026, an estimated $4.31K.
  • Wealth Preservation Advisors first reported a position in DT Midstream in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's DT Midstream position peaked at $4.31K in Q1 2026.
  • 709 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

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