Algert Global’s Antero Midstream AM Stock Holding History

Algert Global’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 Q1	$5.68M	Buy	249,330 +124,430	+100%	+$2.57M	0.09%	403
2025 Q4	$2.22M	Sell	124,900 -1,028,709	-89%	-$18.5M	0.03%	686
2025 Q3	$22.4M	Buy	1,153,609 +591,346	+105%	+$10.7M	0.38%	27
2025 Q2	$10.7M	Buy	562,263 +80,963	+17%	+$1.45M	0.22%	117
2025 Q1	$8.66M	Buy	+481,300	New	+$7.97M	0.21%	117
2024 Q4	–	Sell	-347,003	Closed	-$5.22M	–	1164
2024 Q3	$5.22M	Buy	347,003 +91,590	+36%	+$1.33M	0.14%	235
2024 Q2	$3.77M	Buy	255,413 +201,513	+374%	+$2.89M	0.13%	259
2024 Q1	$758K	Buy	53,900 +27,150	+101%	+$347K	0.03%	686
2023 Q4	$335K	Buy	+26,750	New	+$337K	0.01%	915
2021 Q4	–	Sell	-14,612	Closed	-$152K	–	956
2021 Q3	$152K	Buy	+14,612	New	+$143K	0.02%	942

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Algert Global's AM Position: Q1 2026 in Review

Algert Global increased its Antero Midstream (AM) stake by 100% in Q1 2026, buying an estimated $2.57M and bringing the position to 249,330 shares worth $5.68M. The position accounts for 0.09% of the portfolio, ranked #403.

Algert Global first reported a position in AM in Q3 2021 and has held it in 10 quarters since. The position peaked at $22.4M in Q3 2025. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

Algert Global held 249,330 shares of Antero Midstream worth $5.68M as of Q1 2026.
Algert Global bought 124,430 Antero Midstream shares in Q1 2026, an estimated $2.57M.
Antero Midstream made up 0.09% of Algert Global's portfolio in Q1 2026, its #403 holding.
Algert Global first reported a position in Antero Midstream in Q3 2021 and has held it in 10 quarters since.
Algert Global's Antero Midstream position peaked at $22.4M in Q3 2025.
510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.