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Baron Wealth Management’s Antero Midstream AM Stock Holding History

Baron 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 		$203K Sell
8,931
-500
-5% -$10.9K 0.05% 288
2026
Q1 		$215K Buy
+9,431
New +$195K 0.06% 246

Other funds holding AM

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Baron Wealth Management reduced its Antero Midstream (AM) stake by 5.3% in Q2 2026, selling an estimated $10.9K and leaving 8,931 shares worth $203K. The position accounts for 0.05% of the portfolio, ranked #288.

Baron Wealth Management first reported a position in AM in Q1 2026 and has held it in 2 quarters since. The position peaked at $215K in Q1 2026. 58 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Baron Wealth Management held 8,931 shares of Antero Midstream worth $203K as of Q2 2026.
  • Baron Wealth Management sold 500 Antero Midstream shares in Q2 2026, an estimated $10.9K.
  • Antero Midstream made up 0.05% of Baron Wealth Management's portfolio in Q2 2026, its #288 holding.
  • Baron Wealth Management first reported a position in Antero Midstream in Q1 2026 and has held it in 2 quarters since.
  • Baron Wealth Management's Antero Midstream position peaked at $215K in Q1 2026.
  • 58 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.