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Root Financial Partners’s Antero Midstream AM Stock Holding History

Root Financial Partners’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 		– Sell
-2,014
Closed -$45.9K – 524
2026
Q1 		$45.9K Buy
2,014
+537
+36% +$11.1K ﹤0.01% 907
2025
Q4 		$26.3K Buy
1,477
+172
+13% +$3.1K ﹤0.01% 1034
2025
Q3 		$25.4K Buy
+1,305
New +$23.6K ﹤0.01% 994

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Vanguard Portfolio Management
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Vanguard Capital Management
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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

Root Financial Partners's AM Position: Q2 2026 in Review

Root Financial Partners sold out of Antero Midstream (AM) in Q2 2026, closing a stake of 2,014 shares — an estimated $45.9K sold.

Root Financial Partners first reported a position in AM in Q3 2025 and held it in 3 quarters. The position peaked at $45.9K in Q1 2026. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Root Financial Partners reported no remaining Antero Midstream position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 2,014 Antero Midstream shares in Q2 2026, an estimated $45.9K.
  • Root Financial Partners first reported a position in Antero Midstream in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Antero Midstream position peaked at $45.9K in Q1 2026.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.