Arista Wealth Management’s Plains All American Pipeline PAA Stock Holding History

Arista Wealth Management’s Portfolio PAA Stock Details PAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$325K	Hold	14,600	–	–	0.04%	216
2026 Q1	$326K	Hold	14,600	–	–	0.04%	208
2025 Q4	$262K	Buy	14,600 +3,000	+26%	+$51K	0.03%	218
2025 Q3	$198K	Hold	11,600	–	–	0.02%	259
2025 Q2	$213K	Buy	+11,600	New	+$202K	0.03%	223

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arista Wealth Management's PAA Position: Q2 2026 in Review

Arista Wealth Management held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 14,600 shares worth $325K. The position accounts for 0.04% of the portfolio, ranked #216.

Arista Wealth Management first reported a position in PAA in Q2 2025 and has held it in 5 quarters since. The position peaked at $326K in Q1 2026. 420 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Arista Wealth Management held 14,600 shares of Plains All American Pipeline worth $325K as of Q2 2026.
Arista Wealth Management left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.04% of Arista Wealth Management's portfolio in Q2 2026, its #216 holding.
Arista Wealth Management first reported a position in Plains All American Pipeline in Q2 2025 and has held it in 5 quarters since.
Arista Wealth Management's Plains All American Pipeline position peaked at $326K in Q1 2026.
420 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Arista Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.