Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Antero Midstream AM Stock Holding History

Kovitz Investment Group Partners’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
-71,329
Closed -$1.39M – 499
2025
Q3 		$1.39M Buy
71,329
+33,398
+88% +$603K 0.01% 755
2025
Q2 		$719K Buy
37,931
+14,589
+63% +$261K ﹤0.01% 869
2025
Q1 		$420K Sell
23,342
-3,911
-14% -$64.8K ﹤0.01% 954
2024
Q4 		$411K Buy
27,253
+3,033
+13% +$46.2K ﹤0.01% 951
2024
Q3 		$358K Buy
+24,220
New +$353K ﹤0.01% 828

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State Street
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Geode Capital Management
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Dimensional Fund Advisors
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners's AM Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Antero Midstream (AM) in Q4 2025, closing a stake of 71,329 shares — an estimated $1.39M sold.

Kovitz Investment Group Partners first reported a position in AM in Q3 2024 and held it in 5 quarters. The position peaked at $1.39M in Q3 2025. 489 funds tracked by Wall St. Rank hold AM as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Antero Midstream position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 71,329 Antero Midstream shares in Q4 2025, an estimated $1.39M.
  • Kovitz Investment Group Partners first reported a position in Antero Midstream in Q3 2024 and held it in 5 quarters.
  • Kovitz Investment Group Partners's Antero Midstream position peaked at $1.39M in Q3 2025.
  • 489 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.