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NewEdge Wealth’s Antero Midstream AM Stock Holding History

NewEdge Wealth’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 		$543K Sell
23,824
-4,107
-15% -$84.8K 0.01% 788
2025
Q4 		$497K Hold
27,931
– – 0.01% 841
2025
Q3 		$482K Buy
27,931
+3,034
+12% +$54.8K 0.01% 752
2025
Q2 		$460K Sell
24,897
-751
-3% -$13.4K 0.01% 736
2025
Q1 		$462K Buy
25,648
+8,708
+51% +$144K 0.01% 669
2024
Q4 		$256K Buy
16,940
+1,292
+8% +$19.7K ﹤0.01% 807
2024
Q3 		$236K Sell
15,648
-35
-0.2% -$510 ﹤0.01% 793
2024
Q2 		$231K Sell
15,683
-220
-1% -$3.16K 0.01% 700
2024
Q1 		$222K Buy
15,903
+255
+2% +$3.26K 0.01% 743
2023
Q4 		$196K Hold
15,648
– – 0.01% 711
2023
Q3 		$187K Hold
15,648
– – 0.01% 620
2023
Q2 		$182K Sell
15,648
-707
-4% -$7.51K 0.01% 611
2023
Q1 		$172K Sell
16,355
-2,155
-12% -$22.9K 0.01% 589
2022
Q4 		$200K Buy
18,510
+324
+2% +$3.44K 0.01% 520
2022
Q3 		$167K Sell
18,186
-4,205
-19% -$41.4K 0.01% 498
2022
Q2 		$203K Buy
22,391
+3,142
+16% +$32.7K 0.01% 528
2022
Q1 		$209K Sell
19,249
-224,709
-92% -$2.28M 0.01% 400
2021
Q4 		$2.36M Sell
243,958
-62,713
-20% -$650K 0.1% 155
2021
Q3 		$3.2M Buy
306,671
+26,173
+9% +$257K 0.19% 104
2021
Q2 		$2.91M Buy
280,498
+41,600
+17% +$397K 0.22% 100
2021
Q1 		$2.16M Buy
+238,898
New +$2.06M 0.21% 99

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

NewEdge Wealth's AM Position: Q1 2026 in Review

NewEdge Wealth reduced its Antero Midstream (AM) stake by 15% in Q1 2026, selling an estimated $84.8K and leaving 23,824 shares worth $543K. The position accounts for 0.01% of the portfolio, ranked #788.

NewEdge Wealth first reported a position in AM in Q1 2021 and has held it in 21 quarters since. The position peaked at $3.2M in Q3 2021. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

  • NewEdge Wealth held 23,824 shares of Antero Midstream worth $543K as of Q1 2026.
  • NewEdge Wealth sold 4,107 Antero Midstream shares in Q1 2026, an estimated $84.8K.
  • Antero Midstream made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #788 holding.
  • NewEdge Wealth first reported a position in Antero Midstream in Q1 2021 and has held it in 21 quarters since.
  • NewEdge Wealth's Antero Midstream position peaked at $3.2M in Q3 2021.
  • 510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.