SageView Advisory Group’s Antero Midstream AM Stock Holding History

SageView Advisory 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 Q1	–	Sell	-535	Closed	-$9.51K	–	648
2025 Q4	$9.51K	Buy	+535	New	+$9.64K	﹤0.01%	1733

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 $3.38T AUM 44.17% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

SageView Advisory Group's AM Position: Q1 2026 in Review

SageView Advisory Group sold out of Antero Midstream (AM) in Q1 2026, closing a stake of 535 shares — an estimated $9.51K sold.

SageView Advisory Group first reported a position in AM in Q4 2025 and held it in 1 quarter. The position peaked at $9.51K in Q4 2025. 515 funds tracked by Wall St. Rank hold AM as of Q1 2026.

SageView Advisory Group reported no remaining Antero Midstream position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 535 Antero Midstream shares in Q1 2026, an estimated $9.51K.
SageView Advisory Group first reported a position in Antero Midstream in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Antero Midstream position peaked at $9.51K in Q4 2025.
515 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.