Obermeyer Wealth Partners’s Plains All American Pipeline PAA Stock Holding History

Obermeyer Wealth 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
2026 Q2	$223K	Hold	10,000	–	–	0.01%	286
2026 Q1	$223K	Buy	+10,000	New	+$203K	0.01%	281
2021 Q2	–	Sell	-14,159	Closed	-$129K	–	215
2021 Q1	$129K	Sell	14,159 -9,000	-39%	-$82.2K	0.01%	195
2020 Q4	$191K	Sell	23,159 -16,247	-41%	-$124K	0.01%	154
2020 Q3	$236K	Sell	39,406 -4,000	-9%	-$29.8K	0.02%	126
2020 Q2	$384K	Buy	43,406 +1,959	+5%	+$16.7K	0.03%	91
2020 Q1	$219K	Sell	41,447 -3,000	-7%	-$41.2K	0.02%	109
2019 Q4	$817K	Hold	44,447	–	–	0.07%	59
2019 Q3	$922K	Sell	44,447 -43,750	-50%	-$989K	0.09%	57
2019 Q2	$2.15M	Sell	88,197 -698	-0.8%	-$16.7K	0.19%	44
2019 Q1	$2.18M	Sell	88,895 -4,000	-4%	-$94.5K	0.2%	44
2018 Q4	$1.86M	Hold	92,895	–	–	0.19%	41
2018 Q3	$2.32M	Sell	92,895 -9,850	-10%	-$248K	0.2%	39
2018 Q2	$2.43M	Sell	102,745 -707	-0.7%	-$17K	0.22%	36
2018 Q1	$2.28M	Sell	103,452 -4,253	-4%	-$93.6K	0.21%	35
2017 Q4	$2.22M	Sell	107,705 -850	-0.8%	-$17.3K	0.19%	40
2017 Q3	$2.3M	Sell	108,555 -1,390	-1%	-$32.2K	0.2%	40
2017 Q2	$2.89M	Buy	109,945 +850	+0.8%	+$23.5K	0.26%	39
2017 Q1	$3.45M	Sell	109,095 -734	-0.7%	-$23.2K	0.32%	38
2016 Q4	$3.55M	Hold	109,829	–	–	0.34%	37
2016 Q3	$3.45M	Sell	109,829 -17,600	-14%	-$503K	0.33%	38
2016 Q2	$3.5M	Buy	127,429 +707	+0.6%	+$17.1K	0.35%	38
2016 Q1	$2.66M	Sell	126,722 -400	-0.3%	-$8.41K	0.25%	40
2015 Q4	$2.94M	Sell	127,122 -7,660	-6%	-$206K	0.27%	38
2015 Q3	$4.09M	Hold	134,782	–	–	0.43%	37
2015 Q2	$5.87M	Sell	134,782 -100	-0.1%	-$4.8K	0.5%	42
2015 Q1	$6.58M	Sell	134,882 -2,520	-2%	-$125K	0.54%	51
2014 Q4	$7.05M	Buy	137,402 +125,832	+1,088%	+$6.68M	0.64%	52
2014 Q3	$681K	Buy	11,570 +600	+5%	+$35.2K	0.17%	38
2014 Q2	$659K	Hold	10,970	–	–	0.16%	38
2014 Q1	$605K	Sell	10,970 -2,000	-15%	-$105K	0.15%	38
2013 Q4	$671K	Hold	12,970	–	–	0.17%	38
2013 Q3	$683K	Sell	12,970 -2,000	-13%	-$107K	0.19%	37
2013 Q2	$835K	Buy	+14,970	New	+$848K	0.23%	33

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

Obermeyer Wealth Partners's PAA Position: Q2 2026 in Review

Obermeyer Wealth Partners held its Plains All American Pipeline (PAA) position steady in Q2 2026 at 10,000 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #286.

Obermeyer Wealth Partners first reported a position in PAA in Q2 2013 and has held it in 34 quarters since. The position peaked at $7.05M in Q4 2014. 419 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

Obermeyer Wealth Partners held 10,000 shares of Plains All American Pipeline worth $223K as of Q2 2026.
Obermeyer Wealth Partners left its Plains All American Pipeline share count unchanged in Q2 2026.
Plains All American Pipeline made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #286 holding.
Obermeyer Wealth Partners first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 34 quarters since.
Obermeyer Wealth Partners's Plains All American Pipeline position peaked at $7.05M in Q4 2014.
419 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.