UCFA
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United Capital Financial Advisors’s Antero Midstream AM Stock Holding History

United Capital Financial 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 		$888K Sell
39,033
-8,050
-17% -$175K ﹤0.01% 845
2026
Q1 		$1.07M Buy
47,083
+9,773
+26% +$202K 0.01% 734
2025
Q4 		$664K Buy
37,310
+1,442
+4% +$26K ﹤0.01% 862
2025
Q3 		$697K Buy
+35,868
New +$648K 0.01% 759
2023
Q3 		– Sell
-10,000
Closed -$116K – 837
2023
Q2 		$116K Sell
10,000
-80,292
-89% -$853K ﹤0.01% 873
2023
Q1 		$947K Sell
90,292
-16,323
-15% -$174K 0.01% 591
2022
Q4 		$1.15M Sell
106,615
-8,917
-8% -$94.6K 0.01% 580
2022
Q3 		$1.06M Buy
115,532
+12,866
+13% +$127K 0.01% 599
2022
Q2 		$929K Buy
102,666
+1,616
+2% +$16.8K 0.01% 646
2022
Q1 		$1.1M Buy
101,050
+1,528
+2% +$15.5K 0.01% 643
2021
Q4 		$963K Buy
99,522
+670
+0.7% +$6.95K ﹤0.01% 688
2021
Q3 		$1.03M Buy
98,852
+1,611
+2% +$15.8K 0.01% 673
2021
Q2 		$1.01M Buy
97,241
+1,766
+2% +$16.9K 0.01% 697
2021
Q1 		$862K Buy
95,475
+2,163
+2% +$18.6K ﹤0.01% 707
2020
Q4 		$719K Buy
93,312
+12,449
+15% +$84.4K ﹤0.01% 758
2020
Q3 		$434K Buy
80,863
+2,100
+3% +$12.8K ﹤0.01% 863
2020
Q2 		$402K Buy
78,763
+3,317
+4% +$14.7K ﹤0.01% 937
2020
Q1 		$158K Buy
75,446
+2,833
+4% +$13.5K ﹤0.01% 1095
2019
Q4 		$551K Buy
72,613
+11,670
+19% +$73.8K ﹤0.01% 961
2019
Q3 		$451K Buy
60,943
+29,008
+91% +$250K ﹤0.01% 978
2019
Q2 		$366K Buy
+31,935
New +$409K ﹤0.01% 1140

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

United Capital Financial Advisors's AM Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Antero Midstream (AM) stake by 17% in Q2 2026, selling an estimated $175K and leaving 39,033 shares worth $888K. The position accounts for ﹤0.01% of the portfolio, ranked #845.

United Capital Financial Advisors first reported a position in AM in Q2 2019 and has held it in 21 quarters since. The position peaked at $1.15M in Q4 2022. 528 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • United Capital Financial Advisors held 39,033 shares of Antero Midstream worth $888K as of Q2 2026.
  • United Capital Financial Advisors sold 8,050 Antero Midstream shares in Q2 2026, an estimated $175K.
  • Antero Midstream made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #845 holding.
  • United Capital Financial Advisors first reported a position in Antero Midstream in Q2 2019 and has held it in 21 quarters since.
  • United Capital Financial Advisors's Antero Midstream position peaked at $1.15M in Q4 2022.
  • 528 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.