Arista Wealth Management’s Plains GP Holdings PAGP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$426K	Hold	17,562	–	–	0.05%	182
2026 Q1	$426K	Hold	17,562	–	–	0.05%	179
2025 Q4	$336K	Hold	17,562	–	–	0.04%	186
2025 Q3	$320K	Hold	17,562	–	–	0.04%	197
2025 Q2	$341K	Buy	+17,562	New	+$327K	0.05%	178

Other funds holding PAGP

TCA

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

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

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

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

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

Arista Wealth Management held its Plains GP Holdings (PAGP) position steady in Q2 2026 at 17,562 shares worth $426K. The position accounts for 0.05% of the portfolio, ranked #182.

Arista Wealth Management first reported a position in PAGP in Q2 2025 and has held it in 5 quarters since. The position peaked at $426K in Q1 2026. 340 funds tracked by Wall St. Rank hold PAGP as of Q2 2026.

Arista Wealth Management held 17,562 shares of Plains GP Holdings worth $426K as of Q2 2026.
Arista Wealth Management left its Plains GP Holdings share count unchanged in Q2 2026.
Plains GP Holdings made up 0.05% of Arista Wealth Management's portfolio in Q2 2026, its #182 holding.
Arista Wealth Management first reported a position in Plains GP Holdings in Q2 2025 and has held it in 5 quarters since.
Arista Wealth Management's Plains GP Holdings position peaked at $426K in Q1 2026.
340 funds tracked by Wall St. Rank held Plains GP Holdings as of Q2 2026.

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