Cornerstone Advisory’s Antero Midstream AM Stock Holding History

Cornerstone Advisory’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	–	Sell	-18,125	Closed	-$413K	–	280
2026 Q1	$413K	Buy	+18,125	New	+$374K	0.04%	173

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

Cornerstone Advisory's AM Position: Q2 2026 in Review

Cornerstone Advisory sold out of Antero Midstream (AM) in Q2 2026, closing a stake of 18,125 shares — an estimated $413K sold.

Cornerstone Advisory first reported a position in AM in Q1 2026 and held it in 1 quarter. The position peaked at $413K in Q1 2026. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

Cornerstone Advisory reported no remaining Antero Midstream position as of Q2 2026 after selling out during the quarter.
Cornerstone Advisory sold 18,125 Antero Midstream shares in Q2 2026, an estimated $413K.
Cornerstone Advisory first reported a position in Antero Midstream in Q1 2026 and held it in 1 quarter.
Cornerstone Advisory's Antero Midstream position peaked at $413K in Q1 2026.
533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.