Cerity Partners’s Plains All American Pipeline PAA Stock Holding History

Cerity Partners’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	$2.74M	Buy	123,225 +3,738	+3%	+$83.1K	﹤0.01%	1404
2026 Q1	$2.67M	Sell	119,487 -120,373	-50%	-$2.45M	﹤0.01%	1320
2025 Q4	$4.31M	Buy	239,860 +125,896	+110%	+$2.14M	0.01%	983
2025 Q3	$1.94M	Buy	113,964 +9,219	+9%	+$165K	﹤0.01%	1302
2025 Q2	$1.92M	Sell	104,745 -10,410	-9%	-$182K	﹤0.01%	1240
2025 Q1	$2.3M	Sell	115,155 -51,917	-31%	-$1.03M	﹤0.01%	1052
2024 Q4	$2.86M	Sell	167,072 -12,775	-7%	-$222K	0.01%	950
2024 Q3	$3.12M	Buy	179,847 +163,049	+971%	+$2.92M	0.01%	897
2024 Q2	$300K	Sell	16,798 -8,885	-35%	-$155K	﹤0.01%	1820
2024 Q1	$451K	Sell	25,683 -135,772	-84%	-$2.19M	﹤0.01%	1647
2023 Q4	$2.45M	Buy	161,455 +10,738	+7%	+$164K	0.01%	710
2023 Q3	$2.31M	Buy	150,717 +139,979	+1,304%	+$2.1M	0.01%	550
2023 Q2	$151K	Buy	10,738 +238	+2%	+$3.14K	﹤0.01%	1517
2023 Q1	$131K	Buy	10,500 +500	+5%	+$6.24K	﹤0.01%	1755
2022 Q4	$118K	Sell	10,000 -500	-5%	-$5.92K	﹤0.01%	1400
2022 Q3	$110K	Buy	+10,500	New	+$117K	﹤0.01%	1105
2021 Q1	–	Sell	-17,812	Closed	-$147K	–	734
2020 Q4	$147K	Buy	+17,812	New	+$135K	﹤0.01%	618

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

Cerity Partners's PAA Position: Q2 2026 in Review

Cerity Partners increased its Plains All American Pipeline (PAA) stake by 3.1% in Q2 2026, buying an estimated $83.1K and bringing the position to 123,225 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1404.

Cerity Partners first reported a position in PAA in Q4 2020 and has held it in 17 quarters since. The position peaked at $4.31M in Q4 2025. 404 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Cerity Partners held 123,225 shares of Plains All American Pipeline worth $2.74M as of Q2 2026.
Cerity Partners bought 3,738 Plains All American Pipeline shares in Q2 2026, an estimated $83.1K.
Plains All American Pipeline made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1404 holding.
Cerity Partners first reported a position in Plains All American Pipeline in Q4 2020 and has held it in 17 quarters since.
Cerity Partners's Plains All American Pipeline position peaked at $4.31M in Q4 2025.
404 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.