Bell Investment Advisors’s Antero Midstream AM Stock Holding History

Bell Investment Advisors’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 Q1	$13.9K	Hold	611	–	–	﹤0.01%	564
2025 Q4	$10.9K	Hold	611	–	–	﹤0.01%	664
2025 Q3	$11.9K	Hold	611	–	–	﹤0.01%	571
2025 Q2	$11.6K	Hold	611	–	–	﹤0.01%	617
2025 Q1	$11K	Hold	611	–	–	﹤0.01%	570
2024 Q4	$9.22K	Buy	611 +123	+25%	+$1.87K	﹤0.01%	634
2024 Q3	$7.34K	Hold	488	–	–	﹤0.01%	751
2024 Q2	$7.19K	Hold	488	–	–	﹤0.01%	748
2024 Q1	$6.86K	Sell	488 -1	-0.2%	-$13	﹤0.01%	749
2023 Q4	$6.13K	Sell	489 -2	-0.4%	-$25	﹤0.01%	769
2023 Q3	$5.88K	Sell	491 -33	-6%	-$391	﹤0.01%	726
2023 Q2	$6.08K	Buy	524 +74	+16%	+$787	﹤0.01%	718
2023 Q1	$4.72K	Buy	450 +68	+18%	+$723	﹤0.01%	820
2022 Q4	$4.12K	Buy	382 +105	+38%	+$1.11K	﹤0.01%	911
2022 Q3	$3K	Buy	277 +219	+378%	+$2.16K	﹤0.01%	867
2022 Q2	$1K	Buy	+58	New	+$604	﹤0.01%	1311
2021 Q4	$1K	Sell	58 -97	-63%	-$1.01K	﹤0.01%	1320
2021 Q3	$2K	Buy	+155	New	+$1.52K	﹤0.01%	1016

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Bell Investment Advisors's AM Position: Q1 2026 in Review

Bell Investment Advisors held its Antero Midstream (AM) position steady in Q1 2026 at 611 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #564.

Bell Investment Advisors first reported a position in AM in Q3 2021 and has held it in 18 quarters since. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

Bell Investment Advisors held 611 shares of Antero Midstream worth $13.9K as of Q1 2026.
Bell Investment Advisors left its Antero Midstream share count unchanged in Q1 2026.
Antero Midstream made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #564 holding.
Bell Investment Advisors first reported a position in Antero Midstream in Q3 2021 and has held it in 18 quarters since.
510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.