HWM
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HB Wealth Management’s Antero Midstream AM Stock Holding History

HB Wealth Management’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 		$355K Buy
15,594
+2,495
+19% +$54.2K ﹤0.01% 1279
2026
Q1 		$299K Buy
+13,099
New +$271K ﹤0.01% 1237
2025
Q3 		– Sell
-10,702
Closed -$203K – 1344
2025
Q2 		$203K Buy
+10,702
New +$191K ﹤0.01% 1101

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

HB Wealth Management's AM Position: Q2 2026 in Review

HB Wealth Management increased its Antero Midstream (AM) stake by 19% in Q2 2026, buying an estimated $54.2K and bringing the position to 15,594 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

HB Wealth Management first reported a position in AM in Q2 2025 and has held it in 3 quarters since. 534 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • HB Wealth Management held 15,594 shares of Antero Midstream worth $355K as of Q2 2026.
  • HB Wealth Management bought 2,495 Antero Midstream shares in Q2 2026, an estimated $54.2K.
  • Antero Midstream made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1279 holding.
  • HB Wealth Management first reported a position in Antero Midstream in Q2 2025 and has held it in 3 quarters since.
  • 534 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.