NewEdge Wealth’s Plains All American Pipeline PAA Stock Holding History

NewEdge Wealth’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	$378K	Buy	16,986 +2,531	+18%	+$56.3K	﹤0.01%	954
2026 Q1	$323K	Hold	14,455	–	–	﹤0.01%	947
2025 Q4	$260K	Buy	14,455 +1	+0%	+$17	﹤0.01%	1074
2025 Q3	$236K	Buy	14,454 +1	+0%	+$18	﹤0.01%	943
2025 Q2	$258K	Buy	14,453 +24	+0.2%	+$419	﹤0.01%	869
2025 Q1	$289K	Buy	+14,429	New	+$285K	0.01%	780

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

NewEdge Wealth's PAA Position: Q2 2026 in Review

NewEdge Wealth increased its Plains All American Pipeline (PAA) stake by 18% in Q2 2026, buying an estimated $56.3K and bringing the position to 16,986 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #954.

NewEdge Wealth first reported a position in PAA in Q1 2025 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

NewEdge Wealth held 16,986 shares of Plains All American Pipeline worth $378K as of Q2 2026.
NewEdge Wealth bought 2,531 Plains All American Pipeline shares in Q2 2026, an estimated $56.3K.
Plains All American Pipeline made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #954 holding.
NewEdge Wealth first reported a position in Plains All American Pipeline in Q1 2025 and has held it in 6 quarters since.
421 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.