Icon Wealth Advisors’s Plains All American Pipeline PAA Stock Holding History

Icon Wealth Advisors’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	$2.43M	Sell	109,102 -76	-0.1%	-$1.69K	0.15%	99
2026 Q1	$2.47M	Sell	109,178 -933	-0.8%	-$19K	0.16%	96
2025 Q4	$1.98M	Buy	110,111 +47	+0%	+$799	0.13%	109
2025 Q3	$1.88M	Sell	110,064 -897	-0.8%	-$16.1K	0.13%	117
2025 Q2	$2.03M	Buy	110,961 +335	+0.3%	+$5.85K	0.14%	114
2025 Q1	$2.21M	Buy	110,626 +1,843	+2%	+$36.4K	0.18%	93
2024 Q4	$1.86M	Sell	108,783 -1,912	-2%	-$33.3K	0.15%	100
2024 Q3	$1.92M	Sell	110,695 -1,893	-2%	-$33.9K	0.16%	94
2024 Q2	$2.05M	Hold	112,588	–	–	0.18%	90
2024 Q1	$1.98M	Hold	112,588	–	–	0.18%	98
2023 Q4	$1.71M	Buy	+112,588	New	+$1.72M	0.18%	96
2022 Q4	$1.6M	Sell	135,878 -2,846	-2%	-$33.7K	0.18%	112
2022 Q3	$1.46M	Buy	+138,724	New	+$1.55M	0.18%	107

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

Icon Wealth Advisors's PAA Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Plains All American Pipeline (PAA) stake by 0.07% in Q2 2026, selling an estimated $1.69K and leaving 109,102 shares worth $2.43M. The position accounts for 0.15% of the portfolio, ranked #99.

Icon Wealth Advisors first reported a position in PAA in Q3 2022 and has held it in 13 quarters since. The position peaked at $2.47M in Q1 2026. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Icon Wealth Advisors held 109,102 shares of Plains All American Pipeline worth $2.43M as of Q2 2026.
Icon Wealth Advisors sold 76 Plains All American Pipeline shares in Q2 2026, an estimated $1.69K.
Plains All American Pipeline made up 0.15% of Icon Wealth Advisors's portfolio in Q2 2026, its #99 holding.
Icon Wealth Advisors first reported a position in Plains All American Pipeline in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's Plains All American Pipeline position peaked at $2.47M in Q1 2026.
421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.