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Valued Wealth Advisors’s Antero Midstream AM Stock Holding History

Valued Wealth 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
Q1 		$1.44K Buy
63
+61
+3,050% +$1.26K ﹤0.01% 595
2025
Q4 		$36 Hold
2
– – ﹤0.01% 634
2025
Q3 		$39 Buy
2
+1
+100% +$18 ﹤0.01% 614
2025
Q2 		$19 Hold
1
– – ﹤0.01% 616
2025
Q1 		$18 Hold
1
– – ﹤0.01% 647
2024
Q4 		$16 Hold
1
– – ﹤0.01% 639
2024
Q3 		$16 Hold
1
– – ﹤0.01% 637
2024
Q2 		$15 Hold
1
– – ﹤0.01% 611
2024
Q1 		$15 Buy
+1
New +$13 ﹤0.01% 601

Other funds holding AM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Valued Wealth Advisors's AM Position: Q1 2026 in Review

Valued Wealth Advisors increased its Antero Midstream (AM) stake by 3,050% in Q1 2026, buying an estimated $1.26K and bringing the position to 63 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Valued Wealth Advisors first reported a position in AM in Q1 2024 and has held it in 9 quarters since. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

  • Valued Wealth Advisors held 63 shares of Antero Midstream worth $1.44K as of Q1 2026.
  • Valued Wealth Advisors bought 61 Antero Midstream shares in Q1 2026, an estimated $1.26K.
  • Antero Midstream made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q1 2026, its #595 holding.
  • Valued Wealth Advisors first reported a position in Antero Midstream in Q1 2024 and has held it in 9 quarters since.
  • 510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.