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Waverly Advisors’s Antero Midstream AM Stock Holding History

Waverly 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 		$10.1M Sell
444,256
-13,074
-3% -$284K 0.06% 293
2026
Q1 		$10.4M Buy
457,330
+17,051
+4% +$352K 0.08% 246
2025
Q4 		$7.83M Buy
440,279
+274,632
+166% +$4.95M 0.06% 286
2025
Q3 		$3.22M Buy
165,647
+5,096
+3% +$92.1K 0.03% 404
2025
Q2 		$3.04M Sell
160,551
-142,405
-47% -$2.54M 0.03% 399
2025
Q1 		$5.45M Buy
+302,956
New +$5.02M 0.07% 280

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

Waverly Advisors's AM Position: Q2 2026 in Review

Waverly Advisors reduced its Antero Midstream (AM) stake by 2.9% in Q2 2026, selling an estimated $284K and leaving 444,256 shares worth $10.1M. The position accounts for 0.06% of the portfolio, ranked #293.

Waverly Advisors first reported a position in AM in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.4M in Q1 2026. 531 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Waverly Advisors held 444,256 shares of Antero Midstream worth $10.1M as of Q2 2026.
  • Waverly Advisors sold 13,074 Antero Midstream shares in Q2 2026, an estimated $284K.
  • Antero Midstream made up 0.06% of Waverly Advisors's portfolio in Q2 2026, its #293 holding.
  • Waverly Advisors first reported a position in Antero Midstream in Q1 2025 and has held it in 6 quarters since.
  • Waverly Advisors's Antero Midstream position peaked at $10.4M in Q1 2026.
  • 531 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.