HM Payson & Co’s Tortoise North American Pipeline ETF TPYP Stock Holding History

HM Payson & Co’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	-509	Closed	-$18.6K	–	1201
2025 Q3	$18.6K	Hold	509	–	–	﹤0.01%	843
2025 Q2	$18.2K	Hold	509	–	–	﹤0.01%	799
2025 Q1	$18.5K	Hold	509	–	–	﹤0.01%	802
2024 Q4	$17.4K	Hold	509	–	–	﹤0.01%	793
2024 Q3	$16K	Buy	+509	New	+$15.4K	﹤0.01%	794

Other funds holding TPYP

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 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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

KMWM

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

HM Payson & Co's TPYP Position: Q4 2025 in Review

HM Payson & Co sold out of Tortoise North American Pipeline ETF (TPYP) in Q4 2025, closing a stake of 509 shares — an estimated $18.6K sold.

HM Payson & Co first reported a position in TPYP in Q3 2024 and held it in 5 quarters. The position peaked at $18.6K in Q3 2025. 124 funds tracked by Wall St. Rank hold TPYP as of Q4 2025.

HM Payson & Co reported no remaining Tortoise North American Pipeline ETF position as of Q4 2025 after selling out during the quarter.
HM Payson & Co sold 509 Tortoise North American Pipeline ETF shares in Q4 2025, an estimated $18.6K.
HM Payson & Co first reported a position in Tortoise North American Pipeline ETF in Q3 2024 and held it in 5 quarters.
HM Payson & Co's Tortoise North American Pipeline ETF position peaked at $18.6K in Q3 2025.
124 funds tracked by Wall St. Rank held Tortoise North American Pipeline ETF as of Q4 2025.

Based on HM Payson & Co's 13F filing for Q4 2025, filed 12 Feb 2026.