Evermay Wealth Management’s Tortoise North American Pipeline ETF TPYP Stock Holding History

Evermay Wealth Management’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
2026 Q2	$96.9K	Sell	2,310 -250	-10%	-$10.6K	0.01%	275
2026 Q1	$108K	Sell	2,560 -561	-18%	-$22.2K	0.01%	246
2025 Q4	$111K	Hold	3,121	–	–	0.01%	249
2025 Q3	$114K	Hold	3,121	–	–	0.01%	253
2025 Q2	$112K	Hold	3,121	–	–	0.01%	253
2025 Q1	$114K	Sell	3,121 -539	-15%	-$19.2K	0.01%	247
2024 Q4	$125K	Sell	3,660 -670	-15%	-$22.8K	0.02%	235
2024 Q3	$136K	Hold	4,330	–	–	0.02%	235
2024 Q2	$125K	Hold	4,330	–	–	0.02%	242
2024 Q1	$121K	Hold	4,330	–	–	0.02%	255
2023 Q4	$113K	Hold	4,330	–	–	0.02%	240
2023 Q3	$106K	Hold	4,330	–	–	0.02%	233
2023 Q2	$107K	Hold	4,330	–	–	0.02%	233
2023 Q1	$105K	Hold	4,330	–	–	0.02%	234
2022 Q4	$107K	Sell	4,330 -12	-0.3%	-$300	0.02%	218
2022 Q3	$100K	Hold	4,342	–	–	0.02%	213
2022 Q2	$105K	Buy	4,342 +4,304	+11,326%	+$113K	0.02%	213
2022 Q1	$1K	Buy	+38	New	+$928	﹤0.01%	509

Other funds holding TPYP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ABTD

Arvest Bank Trust Division Dewey, Oklahoma $2.05B AUM 30.62% 1-Year Est. Return

TIA

Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Foster & Motley Cincinnati, Ohio $2.17B AUM 27.73% 1-Year Est. Return

KMWM

Keudell/Morrison Wealth Management Salem, Oregon $529M AUM

Arvest Investments Lowell, Arkansas $827M AUM 21.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Evermay Wealth Management reduced its Tortoise North American Pipeline ETF (TPYP) stake by 9.8% in Q2 2026, selling an estimated $10.6K and leaving 2,310 shares worth $96.9K. The position accounts for 0.01% of the portfolio, ranked #275.

Evermay Wealth Management first reported a position in TPYP in Q1 2022 and has held it in 18 quarters since. The position peaked at $136K in Q3 2024. 144 funds tracked by Wall St. Rank hold TPYP as of Q2 2026.

Evermay Wealth Management held 2,310 shares of Tortoise North American Pipeline ETF worth $96.9K as of Q2 2026.
Evermay Wealth Management sold 250 Tortoise North American Pipeline ETF shares in Q2 2026, an estimated $10.6K.
Tortoise North American Pipeline ETF made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #275 holding.
Evermay Wealth Management first reported a position in Tortoise North American Pipeline ETF in Q1 2022 and has held it in 18 quarters since.
Evermay Wealth Management's Tortoise North American Pipeline ETF position peaked at $136K in Q3 2024.
144 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q2 2026.

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