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Integrated Wealth Concepts’s Antero Midstream AM Stock Holding History

Integrated Wealth Concepts’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
Q1 		$650K Buy
28,524
+5,503
+24% +$114K 0.01% 1387
2025
Q4 		$410K Sell
23,021
-15,977
-41% -$288K ﹤0.01% 1176
2025
Q3 		$758K Buy
38,998
+26,754
+219% +$483K 0.01% 1131
2025
Q2 		$232K Sell
12,244
-177
-1% -$3.16K ﹤0.01% 1688
2025
Q1 		$224K Sell
12,421
-452
-4% -$7.48K ﹤0.01% 1567
2024
Q4 		$194K Sell
12,873
-232
-2% -$3.53K ﹤0.01% 1611
2024
Q3 		$197K Sell
13,105
-1,216
-8% -$17.7K ﹤0.01% 1558
2024
Q2 		$211K Buy
14,321
+1,352
+10% +$19.4K ﹤0.01% 1496
2024
Q1 		$182K Sell
12,969
-999
-7% -$12.8K ﹤0.01% 1534
2023
Q4 		$175K Hold
13,968
– – ﹤0.01% 1483
2023
Q3 		$167K Buy
13,968
+1,000
+8% +$11.8K ﹤0.01% 1440
2023
Q2 		$150K Hold
12,968
– – ﹤0.01% 1456
2023
Q1 		$136K Buy
+12,968
New +$138K ﹤0.01% 1259

Other funds holding AM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Integrated Wealth Concepts's AM Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Antero Midstream (AM) stake by 24% in Q1 2026, buying an estimated $114K and bringing the position to 28,524 shares worth $650K. The position accounts for 0.01% of the portfolio, ranked #1387.

Integrated Wealth Concepts first reported a position in AM in Q1 2023 and has held it in 13 quarters since. The position peaked at $758K in Q3 2025. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

  • Integrated Wealth Concepts held 28,524 shares of Antero Midstream worth $650K as of Q1 2026.
  • Integrated Wealth Concepts bought 5,503 Antero Midstream shares in Q1 2026, an estimated $114K.
  • Antero Midstream made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1387 holding.
  • Integrated Wealth Concepts first reported a position in Antero Midstream in Q1 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's Antero Midstream position peaked at $758K in Q3 2025.
  • 510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.