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Sequoia Financial Advisors’s Antero Midstream AM Stock Holding History

Sequoia Financial Advisors’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 		$374K Sell
16,451
-3,549
-18% -$77.1K ﹤0.01% 1522
2026
Q1 		$456K Sell
20,000
-8,695
-30% -$180K ﹤0.01% 1321
2025
Q4 		$510K Buy
28,695
+10,921
+61% +$197K ﹤0.01% 1268
2025
Q3 		$346K Sell
17,774
-8,476
-32% -$153K ﹤0.01% 1321
2025
Q2 		$497K Buy
26,250
+10,216
+64% +$183K ﹤0.01% 999
2025
Q1 		$289K Buy
16,034
+975
+6% +$16.1K ﹤0.01% 1080
2024
Q4 		$227K Buy
15,059
+326
+2% +$4.96K ﹤0.01% 1162
2024
Q3 		$222K Buy
14,733
+45
+0.3% +$656 ﹤0.01% 1126
2024
Q2 		$216K Hold
14,688
– – ﹤0.01% 1064
2024
Q1 		$207K Sell
14,688
-2,741
-16% -$35.1K ﹤0.01% 1053
2023
Q4 		$218K Buy
17,429
+1,006
+6% +$12.7K ﹤0.01% 1072
2023
Q3 		$197K Sell
16,423
-6,297
-28% -$74.6K ﹤0.01% 868
2023
Q2 		$264K Sell
22,720
-38
-0.2% -$404 ﹤0.01% 748
2023
Q1 		$239K Sell
22,758
-3,778
-14% -$40.2K 0.01% 707
2022
Q4 		$286K Buy
+26,536
New +$282K 0.01% 602

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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Sequoia Financial Advisors's AM Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Antero Midstream (AM) stake by 18% in Q2 2026, selling an estimated $77.1K and leaving 16,451 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

Sequoia Financial Advisors first reported a position in AM in Q4 2022 and has held it in 15 quarters since. The position peaked at $510K in Q4 2025. 529 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Sequoia Financial Advisors held 16,451 shares of Antero Midstream worth $374K as of Q2 2026.
  • Sequoia Financial Advisors sold 3,549 Antero Midstream shares in Q2 2026, an estimated $77.1K.
  • Antero Midstream made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1522 holding.
  • Sequoia Financial Advisors first reported a position in Antero Midstream in Q4 2022 and has held it in 15 quarters since.
  • Sequoia Financial Advisors's Antero Midstream position peaked at $510K in Q4 2025.
  • 529 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.