SWM
PAA icon

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
Q2 		$4.75K Buy
213
+102
+92% +$2.27K ﹤0.01% 1175
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Goldman Sachs
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SHP Wealth Management's PAA Position: Q2 2026 in Review

SHP Wealth Management increased its Plains All American Pipeline (PAA) stake by 92% in Q2 2026, buying an estimated $2.27K and bringing the position to 213 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

SHP Wealth Management first reported a position in PAA in Q4 2025 and has held it in 3 quarters since. 423 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • SHP Wealth Management held 213 shares of Plains All American Pipeline worth $4.75K as of Q2 2026.
  • SHP Wealth Management bought 102 Plains All American Pipeline shares in Q2 2026, an estimated $2.27K.
  • Plains All American Pipeline made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1175 holding.
  • SHP Wealth Management first reported a position in Plains All American Pipeline in Q4 2025 and has held it in 3 quarters since.
  • 423 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.