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Diversified Trust’s Antero Midstream AM Stock Holding History

Diversified Trust’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 		$276K Buy
12,125
+52
+0.4% +$1.13K ﹤0.01% 940
2026
Q1 		$275K Buy
12,073
+436
+4% +$9.01K 0.01% 872
2025
Q4 		$207K Sell
11,637
-3,031
-21% -$54.6K ﹤0.01% 963
2025
Q3 		$285K Sell
14,668
-22,804
-61% -$412K 0.01% 817
2025
Q2 		$710K Buy
37,472
+9,982
+36% +$178K 0.02% 481
2025
Q1 		$495K Buy
+27,490
New +$455K 0.01% 579
2019
Q4 		– Sell
-38,592
Closed -$286K – 454
2019
Q3 		$286K Sell
38,592
-8,347
-18% -$72.1K 0.01% 275
2019
Q2 		$538K Buy
46,939
+13,505
+40% +$173K 0.03% 189
2019
Q1 		$461K Buy
+33,434
New +$437K 0.02% 196
2017
Q3 		– Sell
-11,797
Closed -$259K – 293
2017
Q2 		$259K Buy
+11,797
New +$256K 0.02% 246

Other funds holding AM

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Diversified Trust's AM Position: Q2 2026 in Review

Diversified Trust increased its Antero Midstream (AM) stake by 0.43% in Q2 2026, buying an estimated $1.13K and bringing the position to 12,125 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Diversified Trust first reported a position in AM in Q2 2017 and has held it in 10 quarters since. The position peaked at $710K in Q2 2025. 58 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Diversified Trust held 12,125 shares of Antero Midstream worth $276K as of Q2 2026.
  • Diversified Trust bought 52 Antero Midstream shares in Q2 2026, an estimated $1.13K.
  • Antero Midstream made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #940 holding.
  • Diversified Trust first reported a position in Antero Midstream in Q2 2017 and has held it in 10 quarters since.
  • Diversified Trust's Antero Midstream position peaked at $710K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.