SHP Wealth Management’s Plains All American Pipeline PAA Stock Holding History

SHP Wealth 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
2026 Q1	$2.48K	Buy	111 +2	+2%	+$41	﹤0.01%	1235
2025 Q4	$1.96K	Buy	+109	New	+$1.85K	﹤0.01%	1138

Other funds holding PAA

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

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

TCA

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

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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SHP Wealth Management's PAA Position: Q1 2026 in Review

SHP Wealth Management increased its Plains All American Pipeline (PAA) stake by 1.8% in Q1 2026, buying an estimated $41 and bringing the position to 111 shares worth $2.48K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

SHP Wealth Management first reported a position in PAA in Q4 2025 and has held it in 2 quarters since. 410 funds tracked by Wall St. Rank hold PAA as of Q1 2026.

SHP Wealth Management held 111 shares of Plains All American Pipeline worth $2.48K as of Q1 2026.
SHP Wealth Management bought 2 Plains All American Pipeline shares in Q1 2026, an estimated $41.
Plains All American Pipeline made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1235 holding.
SHP Wealth Management first reported a position in Plains All American Pipeline in Q4 2025 and has held it in 2 quarters since.
410 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.