Advisor OS’s Antero Midstream AM Stock Holding History

Advisor OS’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	$329K	Buy	14,460 +23	+0.2%	+$500	0.02%	426
2026 Q1	$329K	Buy	14,437 +6	+0%	+$124	0.02%	406
2025 Q4	$257K	Buy	14,431 +73	+0.5%	+$1.31K	0.02%	418
2025 Q3	$279K	Sell	14,358 -1	-0%	-$18	0.02%	381
2025 Q2	$272K	Buy	14,359 +61	+0.4%	+$1.09K	0.03%	373
2025 Q1	$257K	Buy	14,298 +64	+0.4%	+$1.06K	0.03%	359
2024 Q4	$215K	Buy	14,234 +33	+0.2%	+$502	0.02%	385
2024 Q3	$214K	Sell	14,201 -34	-0.2%	-$495	0.02%	381
2024 Q2	$210K	Sell	14,235 -239	-2%	-$3.43K	0.02%	370
2024 Q1	$204K	Buy	14,474 +41	+0.3%	+$524	0.02%	375
2023 Q4	$181K	Buy	14,433 +1,177	+9%	+$14.8K	0.02%	330
2023 Q3	$159K	Hold	13,256	–	–	0.02%	278
2023 Q2	$154K	Hold	13,256	–	–	0.03%	291
2023 Q1	$139K	Hold	13,256	–	–	0.03%	237
2022 Q4	$143K	Hold	13,256	–	–	0.04%	211
2022 Q3	$122K	Hold	13,256	–	–	0.04%	198
2022 Q2	$120K	Hold	13,256	–	–	0.04%	200
2022 Q1	$144K	Hold	13,256	–	–	0.04%	197
2021 Q4	$128K	Hold	13,256	–	–	0.03%	239
2021 Q3	$138K	Hold	13,256	–	–	0.03%	221
2021 Q2	$138K	Hold	13,256	–	–	0.03%	223
2021 Q1	$120K	Hold	13,256	–	–	0.03%	195
2020 Q4	$102K	Buy	+13,256	New	+$89.9K	0.03%	137

Other funds holding AM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Advisor OS's AM Position: Q2 2026 in Review

Advisor OS increased its Antero Midstream (AM) stake by 0.16% in Q2 2026, buying an estimated $500 and bringing the position to 14,460 shares worth $329K. The position accounts for 0.02% of the portfolio, ranked #426.

Advisor OS first reported a position in AM in Q4 2020 and has held it in 23 quarters since. The position peaked at $329K in Q1 2026. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

Advisor OS held 14,460 shares of Antero Midstream worth $329K as of Q2 2026.
Advisor OS bought 23 Antero Midstream shares in Q2 2026, an estimated $500.
Antero Midstream made up 0.02% of Advisor OS's portfolio in Q2 2026, its #426 holding.
Advisor OS first reported a position in Antero Midstream in Q4 2020 and has held it in 23 quarters since.
Advisor OS's Antero Midstream position peaked at $329K in Q1 2026.
533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.