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 Q2	$706	Sell	31 -32	-51%	-$695	﹤0.01%	817
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Valued Wealth Advisors's AM Position: Q2 2026 in Review

Valued Wealth Advisors reduced its Antero Midstream (AM) stake by 51% in Q2 2026, selling an estimated $695 and leaving 31 shares worth $706. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Valued Wealth Advisors first reported a position in AM in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.44K in Q1 2026. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

Valued Wealth Advisors held 31 shares of Antero Midstream worth $706 as of Q2 2026.
Valued Wealth Advisors sold 32 Antero Midstream shares in Q2 2026, an estimated $695.
Antero Midstream made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #817 holding.
Valued Wealth Advisors first reported a position in Antero Midstream in Q1 2024 and has held it in 10 quarters since.
Valued Wealth Advisors's Antero Midstream position peaked at $1.44K in Q1 2026.
533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.