WJWM
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Williams Jones Wealth Management’s DT Midstream DTM Stock Holding History

Williams Jones Wealth Management’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 		$220K Hold
1,500
– – ﹤0.01% 505
2026
Q1 		$202K Buy
+1,500
New +$196K ﹤0.01% 478

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

Williams Jones Wealth Management's DTM Position: Q2 2026 in Review

Williams Jones Wealth Management held its DT Midstream (DTM) position steady in Q2 2026 at 1,500 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #505.

Williams Jones Wealth Management 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.

  • Williams Jones Wealth Management held 1,500 shares of DT Midstream worth $220K as of Q2 2026.
  • Williams Jones Wealth Management left its DT Midstream share count unchanged in Q2 2026.
  • DT Midstream made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #505 holding.
  • Williams Jones Wealth Management 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 Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.