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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
Q2 		$1.49M Buy
65,580
+31,381
+92% +$682K 0.02% 796
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
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

Summit Trail Advisors's AM Position: Q2 2026 in Review

Summit Trail Advisors increased its Antero Midstream (AM) stake by 92% in Q2 2026, buying an estimated $682K and bringing the position to 65,580 shares worth $1.49M. The position accounts for 0.02% of the portfolio, ranked #796.

Summit Trail Advisors first reported a position in AM in Q4 2017 and has held it in 9 quarters since. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Summit Trail Advisors held 65,580 shares of Antero Midstream worth $1.49M as of Q2 2026.
  • Summit Trail Advisors bought 31,381 Antero Midstream shares in Q2 2026, an estimated $682K.
  • Antero Midstream made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #796 holding.
  • Summit Trail Advisors first reported a position in Antero Midstream in Q4 2017 and has held it in 9 quarters since.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.