Optima Capital’s Antero Midstream AM Stock Holding History

Optima 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
2026 Q1	–	Sell	-28	Closed	-$498	–	198
2025 Q4	$498	Buy	+28	New	+$505	﹤0.01%	1239

Other funds holding AM

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

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

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

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

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

Optima Capital's AM Position: Q1 2026 in Review

Optima Capital sold out of Antero Midstream (AM) in Q1 2026, closing a stake of 28 shares — an estimated $498 sold.

Optima Capital first reported a position in AM in Q4 2025 and held it in 1 quarter. The position peaked at $498 in Q4 2025. 511 funds tracked by Wall St. Rank hold AM as of Q1 2026.

Optima Capital reported no remaining Antero Midstream position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 28 Antero Midstream shares in Q1 2026, an estimated $498.
Optima Capital first reported a position in Antero Midstream in Q4 2025 and held it in 1 quarter.
Optima Capital's Antero Midstream position peaked at $498 in Q4 2025.
511 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.