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Heartwood Wealth Advisors’s Antero Midstream AM Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-100
Closed -$1.94K – 226
2025
Q3 		$1.94K Buy
+100
New +$1.81K ﹤0.01% 500

Other funds holding AM

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heartwood Wealth Advisors's AM Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Antero Midstream (AM) in Q4 2025, closing a stake of 100 shares — an estimated $1.94K sold.

Heartwood Wealth Advisors first reported a position in AM in Q3 2025 and held it in 1 quarter. The position peaked at $1.94K in Q3 2025. 488 funds tracked by Wall St. Rank hold AM as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Antero Midstream position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 100 Antero Midstream shares in Q4 2025, an estimated $1.94K.
  • Heartwood Wealth Advisors first reported a position in Antero Midstream in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Antero Midstream position peaked at $1.94K in Q3 2025.
  • 488 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.