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Whipplewood Advisors’s DT Midstream DTM Stock Holding History

Whipplewood 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 		$1.76K Sell
12
-28
-70% -$3.96K ﹤0.01% 451
2026
Q1 		$5.39K Buy
+40
New +$5.22K ﹤0.01% 595
2025
Q3 		– Sell
-40
Closed -$4.4K – 550
2025
Q2 		$4.4K Sell
40
-101
-72% -$10.2K ﹤0.01% 721
2025
Q1 		$3.86K Buy
141
+101
+253% +$10.1K ﹤0.01% 753
2024
Q4 		$3.98K Buy
+40
New +$3.81K ﹤0.01% 739

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's DTM Position: Q2 2026 in Review

Whipplewood Advisors reduced its DT Midstream (DTM) stake by 70% in Q2 2026, selling an estimated $3.96K and leaving 12 shares worth $1.76K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Whipplewood Advisors first reported a position in DTM in Q4 2024 and has held it in 5 quarters since. The position peaked at $5.39K in Q1 2026. 713 funds tracked by Wall St. Rank hold DTM as of Q2 2026.

  • Whipplewood Advisors held 12 shares of DT Midstream worth $1.76K as of Q2 2026.
  • Whipplewood Advisors sold 28 DT Midstream shares in Q2 2026, an estimated $3.96K.
  • DT Midstream made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #451 holding.
  • Whipplewood Advisors first reported a position in DT Midstream in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's DT Midstream position peaked at $5.39K in Q1 2026.
  • 713 funds tracked by Wall St. Rank held DT Midstream as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.