WC
AM icon

Waterloo Capital’s Antero Midstream AM Stock Holding History

Waterloo Capital’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 		$4.65M Buy
204,399
+6,745
+3% +$146K 0.26% 89
2026
Q1 		$4.51M Buy
197,654
+3,011
+2% +$62.2K 0.32% 76
2025
Q4 		$3.46M Sell
194,643
-1,596
-0.8% -$28.8K 0.25% 96
2025
Q3 		$3.81M Buy
196,239
+18,683
+11% +$338K 0.28% 90
2025
Q2 		$3.36M Buy
177,556
+21,863
+14% +$391K 0.27% 91
2025
Q1 		$2.8M Buy
155,693
+21,048
+16% +$348K 0.26% 101
2024
Q4 		$2.03M Buy
134,645
+12,083
+10% +$184K 0.21% 107
2024
Q3 		$1.84M Buy
122,562
+10,683
+10% +$156K 0.2% 113
2024
Q2 		$1.65M Sell
111,879
-2,101
-2% -$30.1K 0.2% 118
2024
Q1 		$1.6M Sell
113,980
-37,865
-25% -$484K 0.2% 107
2023
Q4 		$1.9M Buy
+151,845
New +$1.91M 0.31% 80

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

Waterloo Capital's AM Position: Q2 2026 in Review

Waterloo Capital increased its Antero Midstream (AM) stake by 3.4% in Q2 2026, buying an estimated $146K and bringing the position to 204,399 shares worth $4.65M. The position accounts for 0.26% of the portfolio, ranked #89.

Waterloo Capital first reported a position in AM in Q4 2023 and has held it in 11 quarters since. 533 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Waterloo Capital held 204,399 shares of Antero Midstream worth $4.65M as of Q2 2026.
  • Waterloo Capital bought 6,745 Antero Midstream shares in Q2 2026, an estimated $146K.
  • Antero Midstream made up 0.26% of Waterloo Capital's portfolio in Q2 2026, its #89 holding.
  • Waterloo Capital first reported a position in Antero Midstream in Q4 2023 and has held it in 11 quarters since.
  • 533 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.