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Morningstar Investment Management’s Antero Midstream AM Stock Holding History

Morningstar Investment Management’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
Q3 		– Sell
-20,562
Closed -$390K – 476
2025
Q2 		$390K Hold
20,562
– – 0.03% 137
2025
Q1 		$370K Sell
20,562
-24,131
-54% -$400K 0.03% 65
2024
Q4 		$674K Sell
44,693
-24,703
-36% -$376K 0.05% 106
2024
Q3 		$1.08M Sell
69,396
-5,733
-8% -$83.5K 0.11% 82
2024
Q2 		$1.11M Sell
75,129
-13,406
-15% -$192K 0.12% 75
2024
Q1 		$1.25M Hold
88,535
– – 0.14% 72
2023
Q4 		$1.11M Hold
88,535
– – 0.13% 75
2023
Q3 		$1.06M Hold
88,535
– – 0.15% 55
2023
Q2 		$1.03M Hold
88,535
– – 0.14% 60
2023
Q1 		$929K Sell
88,535
-57,936
-40% -$616K 0.14% 42
2022
Q4 		$1.58M Sell
146,471
-10,523
-7% -$112K 0.27% 38
2022
Q3 		$1.44M Buy
156,994
+16,643
+12% +$164K 0.27% 38
2022
Q2 		$1.27M Sell
140,351
-36,977
-21% -$385K 0.24% 39
2022
Q1 		$1.93M Sell
177,328
-40,553
-19% -$412K 0.36% 38
2021
Q4 		$2.11M Sell
217,881
-13,593
-6% -$141K 0.32% 42
2021
Q3 		$2.46M Sell
231,474
-19,400
-8% -$190K 0.41% 35
2021
Q2 		$2.61M Buy
+250,874
New +$2.39M 0.29% 39

Other funds holding AM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Morningstar Investment Management's AM Position: Q3 2025 in Review

Morningstar Investment Management sold out of Antero Midstream (AM) in Q3 2025, closing a stake of 20,562 shares — an estimated $390K sold.

Morningstar Investment Management first reported a position in AM in Q2 2021 and held it in 17 quarters. The position peaked at $2.61M in Q2 2021. 464 funds tracked by Wall St. Rank hold AM as of Q3 2025.

  • Morningstar Investment Management reported no remaining Antero Midstream position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 20,562 Antero Midstream shares in Q3 2025, an estimated $390K.
  • Morningstar Investment Management first reported a position in Antero Midstream in Q2 2021 and held it in 17 quarters.
  • Morningstar Investment Management's Antero Midstream position peaked at $2.61M in Q2 2021.
  • 464 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.