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Morningstar Investment Management’s Plains All American Pipeline PAA Stock Holding History

Morningstar Investment 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
2025
Q3 		– Sell
-52,623
Closed -$964K – 516
2025
Q2 		$964K Buy
52,623
+3,317
+7% +$57.9K 0.08% 70
2025
Q1 		$986K Sell
49,306
-44,558
-47% -$880K 0.08% 53
2024
Q4 		$1.6M Sell
93,864
-42,670
-31% -$743K 0.13% 46
2024
Q3 		$2.41M Buy
136,534
+19,481
+17% +$349K 0.24% 39
2024
Q2 		$2.09M Sell
117,053
-17,037
-13% -$297K 0.22% 50
2024
Q1 		$2.35M Hold
134,090
– – 0.26% 47
2023
Q4 		$2.03M Buy
134,090
+156
+0.1% +$2.38K 0.23% 55
2023
Q3 		$2.05M Hold
133,934
– – 0.28% 34
2023
Q2 		$1.89M Sell
133,934
-2,636
-2% -$34.8K 0.25% 35
2023
Q1 		$1.7M Sell
136,570
-90,726
-40% -$1.13M 0.25% 37
2022
Q4 		$2.67M Sell
227,296
-15,279
-6% -$181K 0.45% 32
2022
Q3 		$2.55M Hold
242,575
– – 0.48% 33
2022
Q2 		$2.38M Sell
242,575
-60,873
-20% -$660K 0.45% 33
2022
Q1 		$3.27M Sell
303,448
-247,620
-45% -$2.65M 0.61% 31
2021
Q4 		$5.15M Sell
551,068
-30,382
-5% -$305K 0.78% 31
2021
Q3 		$6M Buy
581,450
+44,816
+8% +$445K 1% 28
2021
Q2 		$6.1M Buy
+536,634
New +$5.51M 0.68% 33

Other funds holding PAA

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morningstar Investment Management's PAA Position: Q3 2025 in Review

Morningstar Investment Management sold out of Plains All American Pipeline (PAA) in Q3 2025, closing a stake of 52,623 shares — an estimated $964K sold.

Morningstar Investment Management first reported a position in PAA in Q2 2021 and held it in 17 quarters. The position peaked at $6.1M in Q2 2021. 372 funds tracked by Wall St. Rank hold PAA as of Q3 2025.

  • Morningstar Investment Management reported no remaining Plains All American Pipeline position as of Q3 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 52,623 Plains All American Pipeline shares in Q3 2025, an estimated $964K.
  • Morningstar Investment Management first reported a position in Plains All American Pipeline in Q2 2021 and held it in 17 quarters.
  • Morningstar Investment Management's Plains All American Pipeline position peaked at $6.1M in Q2 2021.
  • 372 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q3 2025.

Based on Morningstar Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.