Moody Aldrich Partners’s Plains All American Pipeline PAA Stock Holding History

Moody Aldrich Partners’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
2025 Q2	–	Sell	-107,166	Closed	-$2.14M	–	193
2025 Q1	$2.14M	Hold	107,166	–	–	0.45%	82
2024 Q4	$1.83M	Hold	107,166	–	–	0.34%	98
2024 Q3	$1.86M	Hold	107,166	–	–	0.34%	103
2024 Q2	$1.91M	Sell	107,166 -25,032	-19%	-$437K	0.37%	95
2024 Q1	$2.32M	Sell	132,198 -26,192	-17%	-$423K	0.39%	90
2023 Q4	$2.4M	Hold	158,390	–	–	0.43%	85
2023 Q3	$2.43M	Hold	158,390	–	–	0.46%	78
2023 Q2	$2.23M	Hold	158,390	–	–	0.43%	88
2023 Q1	$1.98M	Hold	158,390	–	–	0.4%	91
2022 Q4	$1.86M	Buy	158,390 +53,467	+51%	+$633K	0.38%	89
2022 Q3	$1.1M	Buy	+104,923	New	+$1.17M	0.23%	112

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moody Aldrich Partners's PAA Position: Q2 2025 in Review

Moody Aldrich Partners sold out of Plains All American Pipeline (PAA) in Q2 2025, closing a stake of 107,166 shares — an estimated $2.14M sold.

Moody Aldrich Partners first reported a position in PAA in Q3 2022 and held it in 11 quarters. The position peaked at $2.43M in Q3 2023. 381 funds tracked by Wall St. Rank hold PAA as of Q2 2025.

Moody Aldrich Partners reported no remaining Plains All American Pipeline position as of Q2 2025 after selling out during the quarter.
Moody Aldrich Partners sold 107,166 Plains All American Pipeline shares in Q2 2025, an estimated $2.14M.
Moody Aldrich Partners first reported a position in Plains All American Pipeline in Q3 2022 and held it in 11 quarters.
Moody Aldrich Partners's Plains All American Pipeline position peaked at $2.43M in Q3 2023.
381 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2025.

Based on Moody Aldrich Partners's 13F filing for Q2 2025, filed 4 Aug 2025.