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

Cornerstone 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	$846K	Hold	38,025	–	–	0.04%	364
2026 Q1	$849K	Sell	38,025 -299	-0.8%	-$6.08K	0.04%	336
2025 Q4	$688K	Buy	38,324 +8,288	+28%	+$141K	0.04%	355
2025 Q3	$512K	Hold	30,036	–	–	0.03%	411
2025 Q2	$550K	Buy	30,036 +1	+0%	+$17	0.03%	372
2025 Q1	$601K	Buy	30,035 +1	+0%	+$20	0.04%	331
2024 Q4	$513K	Sell	30,034 -200	-0.7%	-$3.48K	0.03%	352
2024 Q3	$525K	Buy	30,234 +14,930	+98%	+$267K	0.04%	341
2024 Q2	$273K	Buy	15,304 +4	+0%	+$70	0.02%	453
2024 Q1	$269K	Buy	15,300 +4	+0%	+$65	0.02%	450
2023 Q4	$232K	Sell	15,296 -246	-2%	-$3.76K	0.02%	469
2023 Q3	$238K	Buy	15,542 +4	+0%	+$60	0.02%	472
2023 Q2	$219K	Buy	+15,538	New	+$205K	0.02%	468
2022 Q3	–	Sell	-10,793	Closed	-$106K	–	455
2022 Q2	$106K	Buy	+10,793	New	+$117K	0.01%	433
2021 Q1	–	Sell	-4,112	Closed	-$34K	–	480
2020 Q4	$34K	Buy	4,112 +1,664	+68%	+$12.6K	﹤0.01%	417
2020 Q3	$15K	Buy	+2,448	New	+$18.3K	﹤0.01%	386

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

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

Cornerstone Wealth Management held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 38,025 shares worth $846K. The position accounts for 0.04% of the portfolio, ranked #364.

Cornerstone Wealth Management first reported a position in PAA in Q3 2020 and has held it in 16 quarters since. The position peaked at $849K in Q1 2026. 423 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Cornerstone Wealth Management held 38,025 shares of Plains All American Pipeline worth $846K as of Q2 2026.
Cornerstone Wealth Management left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.04% of Cornerstone Wealth Management's portfolio in Q2 2026, its #364 holding.
Cornerstone Wealth Management first reported a position in Plains All American Pipeline in Q3 2020 and has held it in 16 quarters since.
Cornerstone Wealth Management's Plains All American Pipeline position peaked at $849K in Q1 2026.
423 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.