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Elevation Wealth Partners’s Antero Midstream AM Stock Holding History

Elevation Wealth Partners’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 		$9.96K Buy
438
+68
+18% +$1.48K ﹤0.01% 810
2026
Q1 		$8.44K Sell
370
-1,141
-76% -$23.6K ﹤0.01% 561
2025
Q4 		$26.9K Buy
+1,511
New +$27.2K 0.01% 317

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

Elevation Wealth Partners's AM Position: Q2 2026 in Review

Elevation Wealth Partners increased its Antero Midstream (AM) stake by 18% in Q2 2026, buying an estimated $1.48K and bringing the position to 438 shares worth $9.96K. The position accounts for ﹤0.01% of the portfolio, ranked #810.

Elevation Wealth Partners first reported a position in AM in Q4 2025 and has held it in 3 quarters since. The position peaked at $26.9K in Q4 2025. 528 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Elevation Wealth Partners held 438 shares of Antero Midstream worth $9.96K as of Q2 2026.
  • Elevation Wealth Partners bought 68 Antero Midstream shares in Q2 2026, an estimated $1.48K.
  • Antero Midstream made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #810 holding.
  • Elevation Wealth Partners first reported a position in Antero Midstream in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's Antero Midstream position peaked at $26.9K in Q4 2025.
  • 528 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.