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Steward Partners Investment Advisory’s Antero Midstream AM Stock Holding History

Steward Partners Investment Advisory’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 		$1.02M Sell
44,689
-5,012
-10% -$109K 0.01% 1284
2026
Q1 		$1.13M Sell
49,701
-15,595
-24% -$322K 0.01% 1100
2025
Q4 		$1.16M Buy
65,296
+6
+0% +$108 0.01% 1002
2025
Q3 		$1.27M Sell
65,290
-845
-1% -$15.3K 0.01% 953
2025
Q2 		$1.25M Buy
66,135
+3,321
+5% +$59.3K 0.01% 892
2025
Q1 		$1.13M Buy
62,814
+1,363
+2% +$22.6K 0.01% 871
2024
Q4 		$927K Buy
61,451
+24,840
+68% +$378K 0.01% 901
2024
Q3 		$551K Buy
36,611
+22,836
+166% +$333K 0.01% 1071
2024
Q2 		$203K Buy
13,775
+7,393
+116% +$106K ﹤0.01% 1439
2024
Q1 		$89.7K Buy
6,382
+7
+0.1% +$90 ﹤0.01% 1824
2023
Q4 		$79.9K Buy
6,375
+6
+0.1% +$76 ﹤0.01% 1782
2023
Q3 		$76.3K Buy
6,369
+7
+0.1% +$83 ﹤0.01% 1704
2023
Q2 		$73.8K Buy
6,362
+8
+0.1% +$85 ﹤0.01% 1727
2023
Q1 		$66.7K Buy
6,354
+6,007
+1,731% +$63.9K ﹤0.01% 1742
2022
Q4 		$3.74K Buy
347
+7
+2% +$74 ﹤0.01% 2866
2022
Q3 		$3K Buy
340
+8
+2% +$79 ﹤0.01% 2910
2022
Q2 		$3K Buy
332
+7
+2% +$73 ﹤0.01% 2894
2022
Q1 		$4K Buy
325
+7
+2% +$71 ﹤0.01% 2928
2021
Q4 		$3K Buy
318
+7
+2% +$73 ﹤0.01% 2929
2021
Q3 		$3K Buy
311
+7
+2% +$69 ﹤0.01% 2903
2021
Q2 		$3K Sell
304
-196
-39% -$1.87K ﹤0.01% 6759
2021
Q1 		$4.51K Buy
+500
New +$4.31K ﹤0.01% 3033
2020
Q3 		– Sell
-52
Closed – – 2726
2020
Q2 		$0 Hold
52
– – ﹤0.01% 2651
2020
Q1 		$0 Sell
52
-2,700
-98% -$12.9K ﹤0.01% 2478
2019
Q4 		$20K Buy
+2,752
New +$17.4K ﹤0.01% 1762

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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's AM Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Antero Midstream (AM) stake by 10% in Q2 2026, selling an estimated $109K and leaving 44,689 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #1284.

Steward Partners Investment Advisory first reported a position in AM in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.27M in Q3 2025. 534 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Steward Partners Investment Advisory held 44,689 shares of Antero Midstream worth $1.02M as of Q2 2026.
  • Steward Partners Investment Advisory sold 5,012 Antero Midstream shares in Q2 2026, an estimated $109K.
  • Antero Midstream made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1284 holding.
  • Steward Partners Investment Advisory first reported a position in Antero Midstream in Q4 2019 and has held it in 25 quarters since.
  • Steward Partners Investment Advisory's Antero Midstream position peaked at $1.27M in Q3 2025.
  • 534 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.