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Leo Wealth LLC’s Antero Midstream AM Stock Holding History

Leo Wealth LLC’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 		$300K Buy
13,175
+310
+2% +$6.4K 0.02% 360
2025
Q4 		$229K Sell
12,865
-378
-3% -$6.81K 0.02% 387
2025
Q3 		$257K Sell
13,243
-364
-3% -$6.58K 0.03% 245
2025
Q2 		$258K Buy
13,607
+258
+2% +$4.61K 0.02% 333
2025
Q1 		$240K Buy
13,349
+472
+4% +$7.82K 0.03% 241
2024
Q4 		$194K Buy
+12,877
New +$196K 0.02% 344

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

Leo Wealth LLC's AM Position: Q1 2026 in Review

Leo Wealth LLC increased its Antero Midstream (AM) stake by 2.4% in Q1 2026, buying an estimated $6.4K and bringing the position to 13,175 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #360.

Leo Wealth LLC first reported a position in AM in Q4 2024 and has held it in 6 quarters since. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

  • Leo Wealth LLC held 13,175 shares of Antero Midstream worth $300K as of Q1 2026.
  • Leo Wealth LLC bought 310 Antero Midstream shares in Q1 2026, an estimated $6.4K.
  • Antero Midstream made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #360 holding.
  • Leo Wealth LLC first reported a position in Antero Midstream in Q4 2024 and has held it in 6 quarters since.
  • 510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.