True Wealth Design’s Antero Midstream AM Stock Holding History

True Wealth Design’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 Q3	$2.06K	Hold	102	–	–	﹤0.01%	1673
2026 Q2	$2.32K	Hold	102	–	–	﹤0.01%	1627
2026 Q1	$2.33K	Buy	102 +24	+31%	+$496	﹤0.01%	1485
2025 Q4	$1.39K	Sell	78 -7	-8%	-$126	﹤0.01%	1588
2025 Q3	$1.65K	Hold	85	–	–	﹤0.01%	1539
2025 Q2	$1.61K	Hold	85	–	–	﹤0.01%	1265
2025 Q1	$1.53K	Buy	+85	New	+$1.41K	﹤0.01%	1104

Other funds holding AM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Shah Capital Management Raleigh, North Carolina $605M AUM 43.69% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

True Wealth Design's AM Position: Q3 2026 in Review

True Wealth Design held its Antero Midstream (AM) position steady in Q3 2026 at 102 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1673.

True Wealth Design first reported a position in AM in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.33K in Q1 2026. 48 funds tracked by Wall St. Rank hold AM as of Q3 2026.

True Wealth Design held 102 shares of Antero Midstream worth $2.06K as of Q3 2026.
True Wealth Design left its Antero Midstream share count unchanged in Q3 2026.
Antero Midstream made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1673 holding.
True Wealth Design first reported a position in Antero Midstream in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Antero Midstream position peaked at $2.33K in Q1 2026.
48 funds tracked by Wall St. Rank held Antero Midstream as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.