Blue Trust Inc’s Antero Midstream AM Stock Holding History

Blue Trust 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 Q3	–	Sell	-1,999	Closed	-$45.5K	–	2532
2026 Q2	$45.5K	Hold	1,999	–	–	﹤0.01%	1380
2026 Q1	$45.6K	Sell	1,999 -535	-21%	-$11K	﹤0.01%	1365
2025 Q4	$45.1K	Sell	2,534 -514	-17%	-$9.26K	﹤0.01%	1403
2025 Q3	$59.3K	Buy	3,048 +85	+3%	+$1.54K	﹤0.01%	1331
2025 Q2	$56.1K	Sell	2,963 -335	-10%	-$5.99K	﹤0.01%	1398
2025 Q1	$59.4K	Buy	+3,298	New	+$54.6K	﹤0.01%	1246
2024 Q4	–	Sell	-3,100	Closed	-$45.7K	–	2446
2024 Q3	$45.7K	Buy	3,100 +1,857	+149%	+$27.1K	﹤0.01%	1610
2024 Q2	$17.5K	Buy	+1,243	New	+$17.8K	﹤0.01%	1719
2024 Q1	–	Sell	-884	Closed	-$11K	–	2173
2023 Q4	$11K	Buy	+884	New	+$11.1K	﹤0.01%	1532
2023 Q3	–	Sell	-76	Closed	-$1K	–	2013
2023 Q2	$1K	Buy	+76	New	+$808	﹤0.01%	1788
2023 Q1	–	Sell	-96	Closed	-$1K	–	2280
2022 Q4	$1K	Buy	96 +57	+146%	+$605	﹤0.01%	2002
2022 Q3	$0	Buy	+39	New	+$384	﹤0.01%	2068

Other funds holding AM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Blue Trust Inc's AM Position: Q3 2026 in Review

Blue Trust Inc sold out of Antero Midstream (AM) in Q3 2026, closing a stake of 1,999 shares — an estimated $45.5K sold.

Blue Trust Inc first reported a position in AM in Q3 2022 and held it in 12 quarters. The position peaked at $59.4K in Q1 2025. 285 funds tracked by Wall St. Rank hold AM as of Q3 2026.

Blue Trust Inc reported no remaining Antero Midstream position as of Q3 2026 after selling out during the quarter.
Blue Trust Inc sold 1,999 Antero Midstream shares in Q3 2026, an estimated $45.5K.
Blue Trust Inc first reported a position in Antero Midstream in Q3 2022 and held it in 12 quarters.
Blue Trust Inc's Antero Midstream position peaked at $59.4K in Q1 2025.
285 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.