WESPAC Advisors’s Antero Midstream AM Stock Holding History

WESPAC 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
2025 Q4	–	Sell	-27,544	Closed	-$535K	–	180
2025 Q3	$535K	Buy	27,544 +1,738	+7%	+$31.4K	0.31%	110
2025 Q2	$489K	Buy	+25,806	New	+$461K	0.34%	113

Other funds holding AM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WESPAC Advisors's AM Position: Q4 2025 in Review

WESPAC Advisors sold out of Antero Midstream (AM) in Q4 2025, closing a stake of 27,544 shares — an estimated $535K sold.

WESPAC Advisors first reported a position in AM in Q2 2025 and held it in 2 quarters. The position peaked at $535K in Q3 2025. 489 funds tracked by Wall St. Rank hold AM as of Q4 2025.

WESPAC Advisors reported no remaining Antero Midstream position as of Q4 2025 after selling out during the quarter.
WESPAC Advisors sold 27,544 Antero Midstream shares in Q4 2025, an estimated $535K.
WESPAC Advisors first reported a position in Antero Midstream in Q2 2025 and held it in 2 quarters.
WESPAC Advisors's Antero Midstream position peaked at $535K in Q3 2025.
489 funds tracked by Wall St. Rank held Antero Midstream as of Q4 2025.

Based on WESPAC Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.