EWA
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EverSource Wealth Advisors’s Antero Midstream AM Stock Holding History

EverSource 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 		$143K Sell
6,267
-4,155
-40% -$90.2K ﹤0.01% 1195
2026
Q1 		$238K Buy
10,422
+3,222
+45% +$66.5K 0.01% 959
2025
Q4 		$128K Sell
7,200
-14
-0.2% -$252 ﹤0.01% 1183
2025
Q3 		$140K Sell
7,214
-342
-5% -$6.18K 0.01% 1092
2025
Q2 		$143K Buy
7,556
+1,323
+21% +$23.6K 0.01% 1019
2025
Q1 		$112K Buy
6,233
+1,473
+31% +$24.4K 0.01% 867
2024
Q4 		$71.8K Sell
4,760
-27,195
-85% -$414K ﹤0.01% 1035
2024
Q3 		$481K Buy
31,955
+25,833
+422% +$376K 0.03% 334
2024
Q2 		$87.9K Buy
6,122
+55
+0.9% +$789 0.01% 853
2024
Q1 		$84K Sell
6,067
-889
-13% -$11.4K 0.01% 774
2023
Q4 		$87.2K Buy
6,956
+1
+0% +$13 0.01% 688
2023
Q3 		$83.3K Buy
6,955
+1
+0% +$12 0.01% 636
2023
Q2 		$80.7K Buy
6,954
+209
+3% +$2.22K 0.01% 654
2023
Q1 		$70.8K Sell
6,745
-73
-1% -$777 0.01% 664
2022
Q4 		$73.6K Buy
+6,818
New +$72.3K 0.01% 613
2022
Q3 		– Sell
-5,212
Closed -$47K – 1963
2022
Q2 		$47K Buy
+5,212
New +$54.2K 0.01% 641

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its Antero Midstream (AM) stake by 40% in Q2 2026, selling an estimated $90.2K and leaving 6,267 shares worth $143K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

EverSource Wealth Advisors first reported a position in AM in Q2 2022 and has held it in 16 quarters since. The position peaked at $481K in Q3 2024. 534 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • EverSource Wealth Advisors held 6,267 shares of Antero Midstream worth $143K as of Q2 2026.
  • EverSource Wealth Advisors sold 4,155 Antero Midstream shares in Q2 2026, an estimated $90.2K.
  • Antero Midstream made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1195 holding.
  • EverSource Wealth Advisors first reported a position in Antero Midstream in Q2 2022 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Antero Midstream position peaked at $481K in Q3 2024.
  • 534 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.