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EP Wealth Advisors’s Antero Midstream AM Stock Holding History

EP Wealth Advisors’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 		$220K Buy
+9,650
New +$210K ﹤0.01% 1461
2025
Q1 		– Sell
-10,554
Closed -$159K – 1285
2024
Q4 		$159K Buy
+10,554
New +$161K ﹤0.01% 1135

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

EP Wealth Advisors's AM Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Antero Midstream (AM) in Q2 2026: 9,650 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1461 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in AM as recently as Q4 2024.

EP Wealth Advisors first reported a position in AM in Q4 2024 and has held it in 2 quarters since. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • EP Wealth Advisors held 9,650 shares of Antero Midstream worth $220K as of Q2 2026.
  • Antero Midstream was a new EP Wealth Advisors position in Q2 2026.
  • Antero Midstream made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1461 holding.
  • EP Wealth Advisors first reported a position in Antero Midstream in Q4 2024 and has held it in 2 quarters since.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.