NewSquare Capital’s Antero Midstream AM Stock Holding History

NewSquare Capital’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	-31	Closed	-$587	–	227
2025 Q2	$587	Hold	31	–	–	﹤0.01%	1122
2025 Q1	$558	Hold	31	–	–	﹤0.01%	1010
2024 Q4	$468	Buy	+31	New	+$472	﹤0.01%	726

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewSquare Capital's AM Position: Q3 2025 in Review

NewSquare Capital sold out of Antero Midstream (AM) in Q3 2025, closing a stake of 31 shares — an estimated $587 sold.

NewSquare Capital first reported a position in AM in Q4 2024 and held it in 3 quarters. The position peaked at $587 in Q2 2025. 464 funds tracked by Wall St. Rank hold AM as of Q3 2025.

NewSquare Capital reported no remaining Antero Midstream position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 31 Antero Midstream shares in Q3 2025, an estimated $587.
NewSquare Capital first reported a position in Antero Midstream in Q4 2024 and held it in 3 quarters.
NewSquare Capital's Antero Midstream position peaked at $587 in Q2 2025.
464 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.