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Diversified Trust’s Antero Resources AR Stock Holding History

Diversified Trust’s Portfolio AR Stock Details AR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-17,012
Closed -$722K – 1122
2026
Q1 		$722K Buy
+17,012
New +$621K 0.01% 565
2025
Q3 		– Sell
-34,716
Closed -$1.4M – 1001
2025
Q2 		$1.4M Buy
34,716
+9,269
+36% +$351K 0.03% 304
2025
Q1 		$1.03M Buy
+25,447
New +$976K 0.03% 352
2024
Q4 		– Sell
-16,822
Closed -$482K – 928
2024
Q3 		$482K Sell
16,822
-18,541
-52% -$526K 0.01% 594
2024
Q2 		$1.15M Buy
+35,363
New +$1.16M 0.03% 296
2024
Q1 		– Sell
-8,927
Closed -$202K – 838
2023
Q4 		$202K Buy
+8,927
New +$226K 0.01% 783
2022
Q2 		– Sell
-51,766
Closed -$1.58M – 751
2022
Q1 		$1.58M Sell
51,766
-1,916
-4% -$43K 0.06% 179
2021
Q4 		$939K Buy
53,682
+4,014
+8% +$76.1K 0.03% 276
2021
Q3 		$934K Sell
49,668
-967
-2% -$14.1K 0.03% 242
2021
Q2 		$761K Sell
50,635
-7,424
-13% -$87.1K 0.03% 288
2021
Q1 		$592K Sell
58,059
-2,329
-4% -$19.7K 0.02% 326
2020
Q4 		$329K Buy
+60,388
New +$248K 0.01% 477

Other funds holding AR

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
HCC
Hatch Cove Capital Chicago, Illinois $225M AUM
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chronos Wealth Management Clearwater, Florida $225M AUM 29.32% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Diversified Trust's AR Position: Q2 2026 in Review

Diversified Trust sold out of Antero Resources (AR) in Q2 2026, closing a stake of 17,012 shares — an estimated $722K sold.

Diversified Trust first reported a position in AR in Q4 2020 and held it in 12 quarters. The position peaked at $1.58M in Q1 2022. 62 funds tracked by Wall St. Rank hold AR as of Q2 2026.

  • Diversified Trust reported no remaining Antero Resources position as of Q2 2026 after selling out during the quarter.
  • Diversified Trust sold 17,012 Antero Resources shares in Q2 2026, an estimated $722K.
  • Diversified Trust first reported a position in Antero Resources in Q4 2020 and held it in 12 quarters.
  • Diversified Trust's Antero Resources position peaked at $1.58M in Q1 2022.
  • 62 funds tracked by Wall St. Rank held Antero Resources as of Q2 2026.

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