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Sigma Planning Corp’s Antero Midstream AM Stock Holding History

Sigma Planning Corp’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 		$482K Sell
21,184
-2,946
-12% -$64K 0.01% 929
2026
Q1 		$550K Sell
24,130
-395
-2% -$8.16K 0.02% 788
2025
Q4 		$436K Buy
24,525
+12
+0% +$216 0.01% 848
2025
Q3 		$477K Buy
24,513
+56
+0.2% +$1.01K 0.01% 837
2025
Q2 		$463K Sell
24,457
-3,177
-11% -$56.8K 0.01% 808
2025
Q1 		$497K Buy
27,634
+326
+1% +$5.4K 0.02% 741
2024
Q4 		$412K Sell
27,308
-3,494
-11% -$53.2K 0.01% 816
2024
Q3 		$464K Sell
30,802
-11,683
-27% -$170K 0.01% 766
2024
Q2 		$626K Buy
42,485
+11
+0% +$158 0.02% 633
2024
Q1 		$597K Buy
42,474
+24,638
+138% +$315K 0.02% 689
2023
Q4 		$223K Sell
17,836
-38,736
-68% -$488K 0.02% 739
2023
Q3 		$678K Sell
56,572
-2,067
-4% -$24.5K 0.03% 593
2023
Q2 		$680K Buy
58,639
+13,906
+31% +$148K 0.02% 612
2023
Q1 		$469K Sell
44,733
-114
-0.3% -$1.21K 0.02% 826
2022
Q4 		$484K Sell
44,847
-466
-1% -$4.95K 0.02% 774
2022
Q3 		$416K Buy
45,313
+12,230
+37% +$120K 0.02% 806
2022
Q2 		$299K Buy
33,083
+1,760
+6% +$18.3K 0.01% 990
2022
Q1 		$340K Buy
31,323
+207
+0.7% +$2.1K 0.01% 1001
2021
Q4 		$301K Sell
31,116
-4,910
-14% -$50.9K 0.01% 1075
2021
Q3 		$375K Buy
36,026
+2,151
+6% +$21.1K 0.01% 940
2021
Q2 		$352K Buy
33,875
+180
+0.5% +$1.72K 0.01% 998
2021
Q1 		$304K Sell
33,695
-3,278
-9% -$28.2K 0.01% 986
2020
Q4 		$285K Sell
36,973
-1,395
-4% -$9.46K 0.01% 923
2020
Q3 		$206K Buy
38,368
+3,504
+10% +$21.4K 0.01% 947
2020
Q2 		$178K Buy
34,864
+7,500
+27% +$33.2K 0.01% 950
2020
Q1 		$57K Buy
27,364
+3,000
+12% +$14.3K ﹤0.01% 874
2019
Q4 		$185K Buy
24,364
+3,181
+15% +$20.1K 0.01% 978
2019
Q3 		$157K Buy
+21,183
New +$183K 0.01% 936

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

Sigma Planning Corp's AM Position: Q2 2026 in Review

Sigma Planning Corp reduced its Antero Midstream (AM) stake by 12% in Q2 2026, selling an estimated $64K and leaving 21,184 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #929.

Sigma Planning Corp first reported a position in AM in Q3 2019 and has held it in 28 quarters since. The position peaked at $680K in Q2 2023. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Sigma Planning Corp held 21,184 shares of Antero Midstream worth $482K as of Q2 2026.
  • Sigma Planning Corp sold 2,946 Antero Midstream shares in Q2 2026, an estimated $64K.
  • Antero Midstream made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #929 holding.
  • Sigma Planning Corp first reported a position in Antero Midstream in Q3 2019 and has held it in 28 quarters since.
  • Sigma Planning Corp's Antero Midstream position peaked at $680K in Q2 2023.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.