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Baron Silver Stevens Financial Advisors’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Baron Silver Stevens Financial Advisors’s Portfolio TPYP Stock Details TPYP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,219
Closed -$227K – 149
2025
Q3 		$227K Hold
6,219
– – 0.03% 134
2025
Q2 		$222K Hold
6,219
– – 0.04% 132
2025
Q1 		$226K Buy
+6,219
New +$222K 0.04% 111

Other funds holding TPYP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ABTD
Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
FM
Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return
AI
Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Baron Silver Stevens Financial Advisors's TPYP Position: Q4 2025 in Review

Baron Silver Stevens Financial Advisors sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2025, closing a stake of 6,219 shares — an estimated $227K sold.

Baron Silver Stevens Financial Advisors first reported a position in TPYP in Q1 2025 and held it in 3 quarters. The position peaked at $227K in Q3 2025. 124 funds tracked by Wall St. Rank hold TPYP as of Q4 2025.

  • Baron Silver Stevens Financial Advisors reported no remaining Tortoise North American Pipeline ETF position as of Q4 2025 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 6,219 Tortoise North American Pipeline ETF shares in Q4 2025, an estimated $227K.
  • Baron Silver Stevens Financial Advisors first reported a position in Tortoise North American Pipeline ETF in Q1 2025 and held it in 3 quarters.
  • Baron Silver Stevens Financial Advisors's Tortoise North American Pipeline ETF position peaked at $227K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2025.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.