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Pinnacle Wealth Planning Services’s Antero Midstream AM Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$13.3K Sell
586
-14
-2% -$304 ﹤0.01% 1956
2026
Q1 		$13.7K Buy
600
+56
+10% +$1.16K ﹤0.01% 1882
2025
Q4 		$9.68K Buy
+544
New +$9.8K ﹤0.01% 2027
2024
Q4 		– Sell
-10,186
Closed -$153K – 398
2024
Q3 		$153K Buy
+10,186
New +$148K 0.02% 482
2021
Q1 		– Sell
-7,346
Closed -$57K – 409
2020
Q4 		$57K Buy
+7,346
New +$49.8K 0.01% 727

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's AM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Antero Midstream (AM) stake by 2.3% in Q2 2026, selling an estimated $304 and leaving 586 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1956.

Pinnacle Wealth Planning Services first reported a position in AM in Q4 2020 and has held it in 5 quarters since. The position peaked at $153K in Q3 2024. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Pinnacle Wealth Planning Services held 586 shares of Antero Midstream worth $13.3K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 14 Antero Midstream shares in Q2 2026, an estimated $304.
  • Antero Midstream made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1956 holding.
  • Pinnacle Wealth Planning Services first reported a position in Antero Midstream in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Antero Midstream position peaked at $153K in Q3 2024.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.