AssetMark Inc’s Antero Midstream AM Stock Holding History

AssetMark Inc’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	$1.32M	Buy	58,175 +17,637	+44%	+$383K	﹤0.01%	1035
2026 Q1	$924K	Buy	40,538 +38,708	+2,115%	+$800K	﹤0.01%	1054
2025 Q4	$32.6K	Buy	1,830 +293	+19%	+$5.28K	﹤0.01%	1853
2025 Q3	$29.9K	Buy	1,537 +11	+0.7%	+$199	﹤0.01%	1810
2025 Q2	$28.9K	Buy	1,526 +240	+19%	+$4.29K	﹤0.01%	1713
2025 Q1	$23.1K	Hold	1,286	–	–	﹤0.01%	1669
2024 Q4	$19.4K	Buy	1,286 +1,046	+436%	+$15.9K	﹤0.01%	1663
2024 Q3	$3.61K	Hold	240	–	–	﹤0.01%	1775
2024 Q2	$3.54K	Hold	240	–	–	﹤0.01%	1651
2024 Q1	$3.37K	Buy	240 +216	+900%	+$2.76K	﹤0.01%	1514
2023 Q4	$301	Buy	+24	New	+$303	﹤0.01%	1719
2022 Q1	–	Sell	-951	Closed	-$9K	–	1538
2021 Q4	$9K	Buy	+951	New	+$9.86K	﹤0.01%	1168
2021 Q3	–	Sell	-4,301	Closed	-$45K	–	1385
2021 Q2	$45K	Buy	+4,301	New	+$41.1K	﹤0.01%	767

Other funds holding AM

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return

GFWA

Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

AssetMark Inc's AM Position: Q2 2026 in Review

AssetMark Inc increased its Antero Midstream (AM) stake by 44% in Q2 2026, buying an estimated $383K and bringing the position to 58,175 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

AssetMark Inc first reported a position in AM in Q2 2021 and has held it in 13 quarters since. 168 funds tracked by Wall St. Rank hold AM as of Q2 2026.

AssetMark Inc held 58,175 shares of Antero Midstream worth $1.32M as of Q2 2026.
AssetMark Inc bought 17,637 Antero Midstream shares in Q2 2026, an estimated $383K.
Antero Midstream made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1035 holding.
AssetMark Inc first reported a position in Antero Midstream in Q2 2021 and has held it in 13 quarters since.
168 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.