Avion Wealth’s Antero Midstream AM Stock Holding History

Avion Wealth’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	$2K	Buy	127 +24	+23%	+$521	﹤0.01%	1020
2026 Q1	$2K	Hold	103	–	–	﹤0.01%	835
2025 Q4	$1K	Hold	103	–	–	﹤0.01%	959
2025 Q3	$2K	Hold	103	–	–	﹤0.01%	823
2025 Q2	$1K	Buy	103 +18	+21%	+$322	﹤0.01%	893
2025 Q1	$1K	Hold	85	–	–	﹤0.01%	800
2024 Q4	$1K	Hold	85	–	–	﹤0.01%	797
2024 Q3	$1K	Hold	85	–	–	﹤0.01%	748
2024 Q2	$1K	Hold	85	–	–	﹤0.01%	673
2024 Q1	$2K	Hold	85	–	–	﹤0.01%	624
2023 Q4	$1K	Hold	85	–	–	﹤0.01%	666
2023 Q3	$1K	Buy	+85	New	+$1.01K	﹤0.01%	554

Other funds holding AM

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Avion Wealth's AM Position: Q2 2026 in Review

Avion Wealth increased its Antero Midstream (AM) stake by 23% in Q2 2026, buying an estimated $521 and bringing the position to 127 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Avion Wealth first reported a position in AM in Q3 2023 and has held it in 12 quarters since. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

Avion Wealth held 127 shares of Antero Midstream worth $2K as of Q2 2026.
Avion Wealth bought 24 Antero Midstream shares in Q2 2026, an estimated $521.
Antero Midstream made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1020 holding.
Avion Wealth first reported a position in Antero Midstream in Q3 2023 and has held it in 12 quarters since.
533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.