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Ariadne Wealth Management’s Antero Midstream AM Stock Holding History

Ariadne 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 		$227K Sell
9,962
-108
-1% -$2.35K 0.1% 216
2026
Q1 		$230K Buy
+10,070
New +$208K 0.1% 210
2025
Q1 		– Sell
-10,098
Closed -$165K – 210
2024
Q4 		$165K Sell
10,098
-100
-1% -$1.52K 0.08% 211
2024
Q3 		$156K Buy
+10,198
New +$149K 0.09% 208

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

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

Ariadne Wealth Management reduced its Antero Midstream (AM) stake by 1.1% in Q2 2026, selling an estimated $2.35K and leaving 9,962 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #216.

Ariadne Wealth Management first reported a position in AM in Q3 2024 and has held it in 4 quarters since. The position peaked at $230K in Q1 2026. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Ariadne Wealth Management held 9,962 shares of Antero Midstream worth $227K as of Q2 2026.
  • Ariadne Wealth Management sold 108 Antero Midstream shares in Q2 2026, an estimated $2.35K.
  • Antero Midstream made up 0.1% of Ariadne Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Ariadne Wealth Management first reported a position in Antero Midstream in Q3 2024 and has held it in 4 quarters since.
  • Ariadne Wealth Management's Antero Midstream position peaked at $230K in Q1 2026.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.