American Capital Advisory’s Antero Midstream AM Stock Holding History

American Capital Advisory’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
2025 Q4	–	Sell	-3	Closed	-$59	–	1081
2025 Q3	$59	Buy	+3	New	+$54	﹤0.01%	986

Other funds holding AM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

American Capital Advisory's AM Position: Q4 2025 in Review

American Capital Advisory sold out of Antero Midstream (AM) in Q4 2025, closing a stake of 3 shares — an estimated $59 sold.

American Capital Advisory first reported a position in AM in Q3 2025 and held it in 1 quarter. The position peaked at $59 in Q3 2025. 490 funds tracked by Wall St. Rank hold AM as of Q4 2025.

American Capital Advisory reported no remaining Antero Midstream position as of Q4 2025 after selling out during the quarter.
American Capital Advisory sold 3 Antero Midstream shares in Q4 2025, an estimated $59.
American Capital Advisory first reported a position in Antero Midstream in Q3 2025 and held it in 1 quarter.
American Capital Advisory's Antero Midstream position peaked at $59 in Q3 2025.
490 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2025.

Based on American Capital Advisory's 13F filing for Q4 2025, filed 30 Jan 2026.