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Cornerstone Planning Group’s Antero Midstream AM Stock Holding History

Cornerstone Planning 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 		$4.11K Buy
180
+56
+45% +$1.22K ﹤0.01% 1138
2026
Q1 		$2.7K Buy
124
+12
+11% +$248 ﹤0.01% 1233
2025
Q4 		$2.09K Sell
112
-69
-38% -$1.24K ﹤0.01% 1188
2025
Q3 		$3.17K Buy
181
+100
+123% +$1.81K ﹤0.01% 1064
2025
Q2 		$1.5K Hold
81
– – ﹤0.01% 1014
2025
Q1 		$1.35K Hold
81
– – ﹤0.01% 1070
2024
Q4 		$1.27K Sell
81
-27
-25% -$411 ﹤0.01% 908
2024
Q3 		$1.61K Hold
108
– – ﹤0.01% 827
2024
Q2 		$1.45K Buy
+108
New +$1.55K ﹤0.01% 860

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

Cornerstone Planning Group's AM Position: Q2 2026 in Review

Cornerstone Planning Group increased its Antero Midstream (AM) stake by 45% in Q2 2026, buying an estimated $1.22K and bringing the position to 180 shares worth $4.11K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Cornerstone Planning Group first reported a position in AM in Q2 2024 and has held it in 9 quarters since. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Cornerstone Planning Group held 180 shares of Antero Midstream worth $4.11K as of Q2 2026.
  • Cornerstone Planning Group bought 56 Antero Midstream shares in Q2 2026, an estimated $1.22K.
  • Antero Midstream made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1138 holding.
  • Cornerstone Planning Group first reported a position in Antero Midstream in Q2 2024 and has held it in 9 quarters since.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

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