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 Q3	–	Sell	-180	Closed	-$4.11K	–	241
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

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Cornerstone Planning Group's AM Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Antero Midstream (AM) in Q3 2026, closing a stake of 180 shares — an estimated $4.11K sold.

Cornerstone Planning Group first reported a position in AM in Q2 2024 and held it in 9 quarters. The position peaked at $4.11K in Q2 2026. 79 funds tracked by Wall St. Rank hold AM as of Q3 2026.

Cornerstone Planning Group reported no remaining Antero Midstream position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 180 Antero Midstream shares in Q3 2026, an estimated $4.11K.
Cornerstone Planning Group first reported a position in Antero Midstream in Q2 2024 and held it in 9 quarters.
Cornerstone Planning Group's Antero Midstream position peaked at $4.11K in Q2 2026.
79 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.