UFPG
AM icon

United Financial Planning Group’s Antero Midstream AM Stock Holding History

United Financial Planning Group’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 		$5.05K Hold
222
– – ﹤0.01% 369
2026
Q1 		$5.06K Buy
222
+207
+1,380% +$4.28K ﹤0.01% 316
2025
Q4 		$267 Buy
+15
New +$270 ﹤0.01% 445

Other funds holding AM

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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 Financial Planning Group's AM Position: Q2 2026 in Review

United Financial Planning Group held its Antero Midstream (AM) position steady in Q2 2026 at 222 shares worth $5.05K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

United Financial Planning Group first reported a position in AM in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.06K in Q1 2026. 531 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • United Financial Planning Group held 222 shares of Antero Midstream worth $5.05K as of Q2 2026.
  • United Financial Planning Group left its Antero Midstream share count unchanged in Q2 2026.
  • Antero Midstream made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #369 holding.
  • United Financial Planning Group first reported a position in Antero Midstream in Q4 2025 and has held it in 3 quarters since.
  • United Financial Planning Group's Antero Midstream position peaked at $5.06K in Q1 2026.
  • 531 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.