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Orion Portfolio Solutions’s Antero Midstream AM Stock Holding History

Orion Portfolio Solutions’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
Q1 		$196K Buy
+10,909
New +$181K ﹤0.01% 1814
2020
Q3 		– Sell
-2,916
Closed -$15K – 494
2020
Q2 		$15K Sell
2,916
-1,238
-30% -$5.48K ﹤0.01% 1032
2020
Q1 		$9K Buy
4,154
+1,846
+80% +$8.81K ﹤0.01% 1090
2019
Q4 		$18K Buy
+2,308
New +$14.6K ﹤0.01% 794

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Orion Portfolio Solutions's AM Position: Q1 2025 in Review

Orion Portfolio Solutions opened a new position in Antero Midstream (AM) in Q1 2025: 10,909 shares worth $196K. The stake represents ﹤0.01% of the portfolio and ranks #1814 among its holdings. This is a return to the name: Orion Portfolio Solutions previously reported a position in AM as recently as Q2 2020.

Orion Portfolio Solutions first reported a position in AM in Q4 2019 and has held it in 4 quarters since. 454 funds tracked by Wall St. Rank hold AM as of Q1 2025.

  • Orion Portfolio Solutions held 10,909 shares of Antero Midstream worth $196K as of Q1 2025.
  • Antero Midstream was a new Orion Portfolio Solutions position in Q1 2025.
  • Antero Midstream made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1814 holding.
  • Orion Portfolio Solutions first reported a position in Antero Midstream in Q4 2019 and has held it in 4 quarters since.
  • 454 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.