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Mark Sheptoff Financial Planning’s Antero Resources AR Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio AR Stock Details AR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$42.2K Hold
1,200
– – 0.02% 198
2026
Q1 		$47K Buy
+1,200
New +$43.8K 0.02% 183
2022
Q1 		– Sell
-3,450
Closed -$60K – 428
2021
Q4 		$60K Hold
3,450
– – 0.03% 170
2021
Q3 		$65K Hold
3,450
– – 0.04% 158
2021
Q2 		$52K Buy
+3,450
New +$40.5K 0.03% 182

Other funds holding AR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Mark Sheptoff Financial Planning's AR Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Antero Resources (AR) position steady in Q2 2026 at 1,200 shares worth $42.2K. The position accounts for 0.02% of the portfolio, ranked #198.

Mark Sheptoff Financial Planning first reported a position in AR in Q2 2021 and has held it in 5 quarters since. The position peaked at $65K in Q3 2021. 626 funds tracked by Wall St. Rank hold AR as of Q2 2026.

  • Mark Sheptoff Financial Planning held 1,200 shares of Antero Resources worth $42.2K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Antero Resources share count unchanged in Q2 2026.
  • Antero Resources made up 0.02% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #198 holding.
  • Mark Sheptoff Financial Planning first reported a position in Antero Resources in Q2 2021 and has held it in 5 quarters since.
  • Mark Sheptoff Financial Planning's Antero Resources position peaked at $65K in Q3 2021.
  • 626 funds tracked by Wall St. Rank held Antero Resources as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.