Atria Wealth Solutions’s Antero Midstream AM Stock Holding History

Atria Wealth Solutions’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 Q2	$391K	Sell	20,626 -11,256	-35%	-$201K	0.01%	1038
2025 Q1	$574K	Sell	31,882 -1,476	-4%	-$24.4K	0.01%	1142
2024 Q4	$503K	Sell	33,358 -10,096	-23%	-$154K	0.01%	1277
2024 Q3	$654K	Sell	43,454 -392	-0.9%	-$5.71K	0.01%	1107
2024 Q2	$646K	Sell	43,846 -1,833	-4%	-$26.3K	0.01%	1106
2024 Q1	$642K	Buy	45,679 +17,971	+65%	+$230K	0.01%	1132
2023 Q4	$347K	Buy	27,708 +1,042	+4%	+$13.1K	﹤0.01%	1402
2023 Q3	$319K	Buy	26,666 +4,251	+19%	+$50.3K	﹤0.01%	1380
2023 Q2	$260K	Buy	22,415 +10,270	+85%	+$109K	﹤0.01%	1523
2023 Q1	$127K	Hold	12,145	–	–	﹤0.01%	1736
2022 Q4	$131K	Hold	12,145	–	–	﹤0.01%	1676
2022 Q3	$111K	Sell	12,145 -2,190	-15%	-$21.6K	﹤0.01%	1627
2022 Q2	$130K	Sell	14,335 -4,810	-25%	-$50.1K	﹤0.01%	1508
2022 Q1	$208K	Buy	+19,145	New	+$194K	﹤0.01%	1576

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCA

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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

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

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

Atria Wealth Solutions's AM Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Antero Midstream (AM) stake by 35% in Q2 2025, selling an estimated $201K and leaving 20,626 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #1038.

Atria Wealth Solutions first reported a position in AM in Q1 2022 and has held it in 14 quarters since. The position peaked at $654K in Q3 2024. 479 funds tracked by Wall St. Rank hold AM as of Q2 2025.

Atria Wealth Solutions held 20,626 shares of Antero Midstream worth $391K as of Q2 2025.
Atria Wealth Solutions sold 11,256 Antero Midstream shares in Q2 2025, an estimated $201K.
Antero Midstream made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1038 holding.
Atria Wealth Solutions first reported a position in Antero Midstream in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Antero Midstream position peaked at $654K in Q3 2024.
479 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.