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

Evermay 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	$44.5K	Hold	2,000	–	–	﹤0.01%	369
2026 Q1	$44.7K	Hold	2,000	–	–	0.01%	329
2025 Q4	$35.9K	Hold	2,000	–	–	﹤0.01%	342
2025 Q3	$34.1K	Hold	2,000	–	–	﹤0.01%	346
2025 Q2	$36.6K	Hold	2,000	–	–	﹤0.01%	342
2025 Q1	$40K	Hold	2,000	–	–	0.01%	343
2024 Q4	$34.2K	Hold	2,000	–	–	0.01%	348
2024 Q3	$34.7K	Hold	2,000	–	–	0.01%	359
2024 Q2	$35.7K	Hold	2,000	–	–	0.01%	367
2024 Q1	$35.1K	Buy	+2,000	New	+$32.3K	0.01%	380

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

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

Evermay Wealth Management held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 2,000 shares worth $44.5K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Evermay Wealth Management first reported a position in PAA in Q1 2024 and has held it in 10 quarters since. The position peaked at $44.7K in Q1 2026. 423 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Evermay Wealth Management held 2,000 shares of Plains All American Pipeline worth $44.5K as of Q2 2026.
Evermay Wealth Management left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #369 holding.
Evermay Wealth Management first reported a position in Plains All American Pipeline in Q1 2024 and has held it in 10 quarters since.
Evermay Wealth Management's Plains All American Pipeline position peaked at $44.7K in Q1 2026.
423 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.