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Capital Advisors Ltd’s Antero Midstream AM Stock Holding History

Capital Advisors Ltd’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 		$8K Hold
361
– – ﹤0.01% 886
2026
Q1 		$8K Hold
361
– – ﹤0.01% 863
2025
Q4 		$6K Hold
361
– – ﹤0.01% 896
2025
Q3 		$7K Hold
361
– – ﹤0.01% 855
2025
Q2 		$7K Buy
361
+10
+3% +$179 ﹤0.01% 853
2025
Q1 		$6K Hold
351
– – ﹤0.01% 872
2024
Q4 		$5K Buy
351
+105
+43% +$1.6K ﹤0.01% 926
2024
Q3 		$4K Sell
246
-75
-23% -$1.09K ﹤0.01% 945
2024
Q2 		$5K Buy
321
+75
+30% +$1.08K ﹤0.01% 898
2024
Q1 		$3K Buy
246
+89
+57% +$1.14K ﹤0.01% 953
2023
Q4 		$2K Hold
157
– – ﹤0.01% 984
2023
Q3 		$2K Hold
157
– – ﹤0.01% 980
2023
Q2 		$2K Hold
157
– – ﹤0.01% 988
2023
Q1 		$2K Hold
157
– – ﹤0.01% 862
2022
Q4 		$2K Hold
157
– – ﹤0.01% 817
2022
Q3 		$1K Buy
+157
New +$1.55K ﹤0.01% 947

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital Advisors Ltd's AM Position: Q2 2026 in Review

Capital Advisors Ltd held its Antero Midstream (AM) position steady in Q2 2026 at 361 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #886.

Capital Advisors Ltd first reported a position in AM in Q3 2022 and has held it in 16 quarters since. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Capital Advisors Ltd held 361 shares of Antero Midstream worth $8K as of Q2 2026.
  • Capital Advisors Ltd left its Antero Midstream share count unchanged in Q2 2026.
  • Antero Midstream made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #886 holding.
  • Capital Advisors Ltd first reported a position in Antero Midstream in Q3 2022 and has held it in 16 quarters since.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.