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Walled Lake Planning & Wealth Management’s Antero Midstream AM Stock Holding History

Walled Lake Planning & Wealth Management’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 		$343K Hold
15,098
– – 0.09% 102
2026
Q1 		$344K Hold
15,098
– – 0.1% 98
2025
Q4 		$269K Hold
15,098
– – 0.08% 113
2025
Q3 		$294K Hold
15,098
– – 0.1% 111
2025
Q2 		$286K Hold
15,098
– – 0.09% 108
2025
Q1 		$272K Hold
15,098
– – 0.1% 108
2024
Q4 		$228K Sell
15,098
-1,677
-10% -$25.5K 0.08% 117
2024
Q3 		$252K Hold
16,775
– – 0.09% 108
2024
Q2 		$247K Hold
16,775
– – 0.1% 102
2024
Q1 		$236K Buy
+16,775
New +$215K 0.1% 95

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

Walled Lake Planning & Wealth Management's AM Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management held its Antero Midstream (AM) position steady in Q2 2026 at 15,098 shares worth $343K. The position accounts for 0.09% of the portfolio, ranked #102.

Walled Lake Planning & Wealth Management first reported a position in AM in Q1 2024 and has held it in 10 quarters since. The position peaked at $344K in Q1 2026. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 15,098 shares of Antero Midstream worth $343K as of Q2 2026.
  • Walled Lake Planning & Wealth Management left its Antero Midstream share count unchanged in Q2 2026.
  • Antero Midstream made up 0.09% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Antero Midstream in Q1 2024 and has held it in 10 quarters since.
  • Walled Lake Planning & Wealth Management's Antero Midstream position peaked at $344K in Q1 2026.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.