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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
Q2 		$396K Sell
17,389
-11,135
-39% -$242K ﹤0.01% 1813
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 $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

Integrated Wealth Concepts's AM Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Antero Midstream (AM) stake by 39% in Q2 2026, selling an estimated $242K and leaving 17,389 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

Integrated Wealth Concepts first reported a position in AM in Q1 2023 and has held it in 14 quarters since. The position peaked at $758K in Q3 2025. 534 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Integrated Wealth Concepts held 17,389 shares of Antero Midstream worth $396K as of Q2 2026.
  • Integrated Wealth Concepts sold 11,135 Antero Midstream shares in Q2 2026, an estimated $242K.
  • Antero Midstream made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1813 holding.
  • Integrated Wealth Concepts first reported a position in Antero Midstream in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's Antero Midstream position peaked at $758K in Q3 2025.
  • 534 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

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