Kestra Advisory Services’s Antero Midstream AM Stock Holding History

Kestra Advisory Services’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	$1.35M	Buy	59,364 +1,920	+3%	+$39.7K	0.01%	1535
2025 Q4	$1.02M	Buy	57,444 +2,877	+5%	+$51.8K	﹤0.01%	1637
2025 Q3	$1.06M	Sell	54,567 -872	-2%	-$15.8K	﹤0.01%	1549
2025 Q2	$1.05M	Buy	55,439 +4,823	+10%	+$86.2K	0.01%	1444
2025 Q1	$911K	Sell	50,616 -2,783	-5%	-$46.1K	﹤0.01%	1441
2024 Q4	$806K	Sell	53,399 -827	-2%	-$12.6K	﹤0.01%	1537
2024 Q3	$816K	Buy	54,226 +2,083	+4%	+$30.3K	﹤0.01%	1446
2024 Q2	$769K	Sell	52,143 -872	-2%	-$12.5K	﹤0.01%	1488
2024 Q1	$745K	Buy	53,015 +1,821	+4%	+$23.3K	0.01%	1420
2023 Q4	$641K	Buy	51,194 +3,129	+7%	+$39.4K	0.01%	1376
2023 Q3	$576K	Buy	48,065 +58	+0.1%	+$687	0.01%	1284
2023 Q2	$557K	Buy	48,007 +9,575	+25%	+$102K	0.01%	1274
2023 Q1	$403K	Buy	38,432 +1,382	+4%	+$14.7K	﹤0.01%	1387
2022 Q4	$400K	Buy	37,050 +605	+2%	+$6.42K	﹤0.01%	1545
2022 Q3	$335K	Buy	36,445 +7,213	+25%	+$71.1K	﹤0.01%	1539
2022 Q2	$265K	Buy	29,232 +8,092	+38%	+$84.2K	﹤0.01%	1703
2022 Q1	$230K	Buy	21,140 +199	+1%	+$2.02K	﹤0.01%	1757
2021 Q4	$203K	Sell	20,941 -524	-2%	-$5.43K	﹤0.01%	1867
2021 Q3	$224K	Sell	21,465 -7,864	-27%	-$77.1K	﹤0.01%	1902
2021 Q2	$305K	Buy	+29,329	New	+$280K	﹤0.01%	1553

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kestra Advisory Services's AM Position: Q1 2026 in Review

Kestra Advisory Services increased its Antero Midstream (AM) stake by 3.3% in Q1 2026, buying an estimated $39.7K and bringing the position to 59,364 shares worth $1.35M. The position accounts for 0.01% of the portfolio, ranked #1535.

Kestra Advisory Services first reported a position in AM in Q2 2021 and has held it in 20 quarters since. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

Kestra Advisory Services held 59,364 shares of Antero Midstream worth $1.35M as of Q1 2026.
Kestra Advisory Services bought 1,920 Antero Midstream shares in Q1 2026, an estimated $39.7K.
Antero Midstream made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1535 holding.
Kestra Advisory Services first reported a position in Antero Midstream in Q2 2021 and has held it in 20 quarters since.
510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.