AWM
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Activest Wealth Management’s Antero Midstream AM Stock Holding History

Activest Wealth Management’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$319 Buy
+14
New +$304 ﹤0.01% 1113
2026
Q1 		– Sell
-30
Closed -$534 – 1237
2025
Q4 		$534 Hold
30
– – ﹤0.01% 995
2025
Q3 		$583 Sell
30
-19
-39% -$343 ﹤0.01% 949
2025
Q2 		$929 Buy
49
+17
+53% +$304 ﹤0.01% 779
2025
Q1 		$576 Buy
+32
New +$530 ﹤0.01% 837

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Activest Wealth Management's AM Position: Q2 2026 in Review

Activest Wealth Management opened a new position in Antero Midstream (AM) in Q2 2026: 14 shares worth $319. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in AM as recently as Q4 2025.

Activest Wealth Management first reported a position in AM in Q1 2025 and has held it in 5 quarters since. The position peaked at $929 in Q2 2025. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Activest Wealth Management held 14 shares of Antero Midstream worth $319 as of Q2 2026.
  • Antero Midstream was a new Activest Wealth Management position in Q2 2026.
  • Antero Midstream made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1113 holding.
  • Activest Wealth Management first reported a position in Antero Midstream in Q1 2025 and has held it in 5 quarters since.
  • Activest Wealth Management's Antero Midstream position peaked at $929 in Q2 2025.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.