Summit Trail Advisors’s Antero Midstream AM Stock Holding History

Summit Trail 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 Q1	$780K	Buy	34,199 +6,962	+26%	+$144K	0.01%	1021
2025 Q4	$485K	Buy	27,237 +788	+3%	+$14.2K	0.01%	1084
2025 Q3	$514K	Buy	26,449 +11,839	+81%	+$214K	0.01%	1077
2025 Q2	$277K	Buy	+14,610	New	+$261K	﹤0.01%	957
2018 Q4	–	Sell	-10,882	Closed	-$184K	–	116
2018 Q3	$184K	Buy	10,882 +2,661	+32%	+$48.7K	0.04%	192
2018 Q2	$155K	Sell	8,221 -57,054	-87%	-$1.01M	0.05%	161
2018 Q1	$942K	Buy	65,275 +24,756	+61%	+$479K	0.16%	140
2017 Q4	$887K	Buy	+40,519	New	+$753K	0.11%	167

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Summit Trail Advisors's AM Position: Q1 2026 in Review

Summit Trail Advisors increased its Antero Midstream (AM) stake by 26% in Q1 2026, buying an estimated $144K and bringing the position to 34,199 shares worth $780K. The position accounts for 0.01% of the portfolio, ranked #1021.

Summit Trail Advisors first reported a position in AM in Q4 2017 and has held it in 8 quarters since. The position peaked at $942K in Q1 2018. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

Summit Trail Advisors held 34,199 shares of Antero Midstream worth $780K as of Q1 2026.
Summit Trail Advisors bought 6,962 Antero Midstream shares in Q1 2026, an estimated $144K.
Antero Midstream made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #1021 holding.
Summit Trail Advisors first reported a position in Antero Midstream in Q4 2017 and has held it in 8 quarters since.
Summit Trail Advisors's Antero Midstream position peaked at $942K in Q1 2018.
510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.