Creative Planning
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Creative Planning’s Antero Midstream AM Stock Holding History

Creative Planning’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 		$3.87M Buy
170,215
+31,621
+23% +$687K ﹤0.01% 1600
2026
Q1 		$3.16M Buy
138,594
+9,312
+7% +$192K ﹤0.01% 1537
2025
Q4 		$2.3M Buy
129,282
+2,831
+2% +$51K ﹤0.01% 1618
2025
Q3 		$2.46M Buy
126,451
+11,515
+10% +$208K ﹤0.01% 1371
2025
Q2 		$2.18M Buy
114,936
+1,361
+1% +$24.3K ﹤0.01% 1250
2025
Q1 		$2.04M Buy
113,575
+7,272
+7% +$120K ﹤0.01% 1158
2024
Q4 		$1.6M Sell
106,303
-2,815
-3% -$42.9K ﹤0.01% 1281
2024
Q3 		$1.64M Buy
109,118
+33,054
+43% +$482K ﹤0.01% 1192
2024
Q2 		$1.12M Buy
76,064
+3,977
+6% +$57.1K ﹤0.01% 1326
2024
Q1 		$1.01M Buy
72,087
+4,370
+6% +$55.9K ﹤0.01% 1333
2023
Q4 		$848K Buy
67,717
+21,617
+47% +$273K ﹤0.01% 1330
2023
Q3 		$552K Buy
46,100
+1,659
+4% +$19.6K ﹤0.01% 1497
2023
Q2 		$516K Buy
44,441
+26,555
+148% +$282K ﹤0.01% 1532
2023
Q1 		$188K Sell
17,886
-2,968
-14% -$31.6K ﹤0.01% 2152
2022
Q4 		$225K Buy
20,854
+1,249
+6% +$13.3K ﹤0.01% 1937
2022
Q3 		$180K Buy
19,605
+683
+4% +$6.73K ﹤0.01% 1939
2022
Q2 		$171K Buy
+18,922
New +$197K ﹤0.01% 1902
2021
Q4 		– Sell
-10,340
Closed -$108K – 2080
2021
Q3 		$108K Buy
10,340
+117
+1% +$1.15K ﹤0.01% 1937
2021
Q2 		$106K Sell
10,223
-3,126
-23% -$29.8K ﹤0.01% 1867
2021
Q1 		$121K Sell
13,349
-653
-5% -$5.63K ﹤0.01% 2212
2020
Q4 		$108K Buy
14,002
+2,200
+19% +$14.9K ﹤0.01% 2018
2020
Q3 		$63K Buy
11,802
+1,743
+17% +$10.6K ﹤0.01% 1883
2020
Q2 		$51K Buy
+10,059
New +$44.5K ﹤0.01% 1761

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

Creative Planning's AM Position: Q2 2026 in Review

Creative Planning increased its Antero Midstream (AM) stake by 23% in Q2 2026, buying an estimated $687K and bringing the position to 170,215 shares worth $3.87M. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Creative Planning first reported a position in AM in Q2 2020 and has held it in 23 quarters since. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Creative Planning held 170,215 shares of Antero Midstream worth $3.87M as of Q2 2026.
  • Creative Planning bought 31,621 Antero Midstream shares in Q2 2026, an estimated $687K.
  • Antero Midstream made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1600 holding.
  • Creative Planning first reported a position in Antero Midstream in Q2 2020 and has held it in 23 quarters since.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.