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Clearstead Advisors’s Antero Midstream AM Stock Holding History

Clearstead 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
Q2 		$5.58K Buy
245
+109
+80% +$2.37K ﹤0.01% 2158
2026
Q1 		$3.1K Sell
136
-915
-87% -$18.9K ﹤0.01% 1809
2025
Q4 		$18.7K Buy
1,051
+528
+101% +$9.51K ﹤0.01% 1734
2025
Q3 		$10.2K Buy
523
+238
+84% +$4.3K ﹤0.01% 1927
2025
Q2 		$5.4K Buy
+285
New +$5.09K ﹤0.01% 2086

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

Clearstead Advisors's AM Position: Q2 2026 in Review

Clearstead Advisors increased its Antero Midstream (AM) stake by 80% in Q2 2026, buying an estimated $2.37K and bringing the position to 245 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2158.

Clearstead Advisors first reported a position in AM in Q2 2025 and has held it in 5 quarters since. The position peaked at $18.7K in Q4 2025. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Clearstead Advisors held 245 shares of Antero Midstream worth $5.58K as of Q2 2026.
  • Clearstead Advisors bought 109 Antero Midstream shares in Q2 2026, an estimated $2.37K.
  • Antero Midstream made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2158 holding.
  • Clearstead Advisors first reported a position in Antero Midstream in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Antero Midstream position peaked at $18.7K in Q4 2025.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.