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Applied Finance Capital Management’s Antero Midstream AM Stock Holding History

Applied Finance Capital 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
2025
Q4 		– Sell
-10,445
Closed -$203K – 228
2025
Q3 		$203K Sell
10,445
-1,510
-13% -$27.3K 0.01% 279
2025
Q2 		$227K Hold
11,955
– – 0.02% 294
2025
Q1 		$215K Buy
+11,955
New +$198K 0.02% 279

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Applied Finance Capital Management's AM Position: Q4 2025 in Review

Applied Finance Capital Management sold out of Antero Midstream (AM) in Q4 2025, closing a stake of 10,445 shares — an estimated $203K sold.

Applied Finance Capital Management first reported a position in AM in Q1 2025 and held it in 3 quarters. The position peaked at $227K in Q2 2025. 490 funds tracked by Wall St. Rank hold AM as of Q4 2025.

  • Applied Finance Capital Management reported no remaining Antero Midstream position as of Q4 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 10,445 Antero Midstream shares in Q4 2025, an estimated $203K.
  • Applied Finance Capital Management first reported a position in Antero Midstream in Q1 2025 and held it in 3 quarters.
  • Applied Finance Capital Management's Antero Midstream position peaked at $227K in Q2 2025.
  • 490 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.