Private Wealth Management Group’s Antero Midstream AM Stock Holding History

Private Wealth Management Group’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	$16.2K	Hold	712	–	–	﹤0.01%	440
2026 Q1	$16.2K	Sell	712 -30	-4%	-$620	﹤0.01%	383
2025 Q4	$13.2K	Hold	742	–	–	﹤0.01%	429
2025 Q3	$14.4K	Hold	742	–	–	﹤0.01%	416
2025 Q2	$14.1K	Sell	742 -36	-5%	-$643	﹤0.01%	392
2025 Q1	$14K	Sell	778 -51	-6%	-$844	0.01%	378
2024 Q4	$12.5K	Hold	829	–	–	﹤0.01%	409
2024 Q3	$12.5K	Hold	829	–	–	﹤0.01%	394
2024 Q2	$12.2K	Sell	829 -597	-42%	-$8.57K	0.01%	392
2024 Q1	$20.1K	Hold	1,426	–	–	0.01%	270
2023 Q4	$17.9K	Buy	+1,426	New	+$18K	0.01%	282

Other funds holding AM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Private Wealth Management Group's AM Position: Q2 2026 in Review

Private Wealth Management Group held its Antero Midstream (AM) position steady in Q2 2026 at 712 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Private Wealth Management Group first reported a position in AM in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.1K in Q1 2024. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

Private Wealth Management Group held 712 shares of Antero Midstream worth $16.2K as of Q2 2026.
Private Wealth Management Group left its Antero Midstream share count unchanged in Q2 2026.
Antero Midstream made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #440 holding.
Private Wealth Management Group first reported a position in Antero Midstream in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Antero Midstream position peaked at $20.1K in Q1 2024.
533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.