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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
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

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

True Wealth Design's AM Position: Q2 2026 in Review

True Wealth Design held its Antero Midstream (AM) position steady in Q2 2026 at 102 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

True Wealth Design first reported a position in AM in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.33K in Q1 2026. 531 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • True Wealth Design held 102 shares of Antero Midstream worth $2.32K as of Q2 2026.
  • True Wealth Design left its Antero Midstream share count unchanged in Q2 2026.
  • Antero Midstream made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1627 holding.
  • True Wealth Design first reported a position in Antero Midstream in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Antero Midstream position peaked at $2.33K in Q1 2026.
  • 531 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.