Chung Wu Investment Group’s Antero Midstream AM Stock Holding History

Chung Wu Investment Group’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	$2.8M	Sell	122,900 -2,100	-2%	-$45.6K	1.84%	14
2026 Q1	$2.85M	Sell	125,000 -1,900	-1%	-$39.2K	2.45%	11
2025 Q4	$2.26M	Sell	126,900 -2,500	-2%	-$45K	1.85%	12
2025 Q3	$2.52M	Sell	129,400 -16,560	-11%	-$299K	2.09%	11
2025 Q2	$2.77M	Buy	145,960 +17,100	+13%	+$306K	2.88%	7
2025 Q1	$2.32M	Buy	128,860 +1,360	+1%	+$22.5K	2.77%	8
2024 Q4	$1.92M	Buy	+127,500	New	+$1.94M	1.94%	12

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

Chung Wu Investment Group's AM Position: Q2 2026 in Review

Chung Wu Investment Group reduced its Antero Midstream (AM) stake by 1.7% in Q2 2026, selling an estimated $45.6K and leaving 122,900 shares worth $2.8M. The position accounts for 1.84% of the portfolio, ranked #14.

Chung Wu Investment Group first reported a position in AM in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.85M in Q1 2026. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

Chung Wu Investment Group held 122,900 shares of Antero Midstream worth $2.8M as of Q2 2026.
Chung Wu Investment Group sold 2,100 Antero Midstream shares in Q2 2026, an estimated $45.6K.
Antero Midstream made up 1.84% of Chung Wu Investment Group's portfolio in Q2 2026, its #14 holding.
Chung Wu Investment Group first reported a position in Antero Midstream in Q4 2024 and has held it in 7 quarters since.
Chung Wu Investment Group's Antero Midstream position peaked at $2.85M in Q1 2026.
533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.