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Waverly Advisors’s Plains All American Pipeline PAA Stock Holding History

Waverly Advisors’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 		$13.2M Sell
592,342
-30,453
-5% -$677K 0.08% 245
2026
Q1 		$13.9M Sell
622,795
-53,229
-8% -$1.08M 0.1% 196
2025
Q4 		$12.1M Sell
676,024
-6,408
-0.9% -$109K 0.1% 199
2025
Q3 		$11.6M Buy
682,432
+3,349
+0.5% +$60K 0.12% 179
2025
Q2 		$12.4M Sell
679,083
-31,028
-4% -$542K 0.14% 153
2025
Q1 		$14.2M Buy
710,111
+658,546
+1,277% +$13M 0.17% 122
2024
Q4 		$881K Buy
51,565
+1,237
+2% +$21.5K 0.01% 544
2024
Q3 		$874K Buy
50,328
+405
+0.8% +$7.25K 0.02% 470
2024
Q2 		$892K Buy
+49,923
New +$872K 0.02% 457
2018
Q1 		– Sell
-10,601
Closed -$219K – 316
2017
Q4 		$219K Buy
10,601
+650
+7% +$13.2K 0.03% 217
2017
Q3 		$211K Sell
9,951
-1,205
-11% -$27.9K 0.05% 218
2017
Q2 		$293K Buy
11,156
+2,350
+27% +$65.1K 0.07% 177
2017
Q1 		$278K Hold
8,806
– – 0.07% 179
2016
Q4 		$284K Buy
+8,806
New +$278K 0.11% 82
2015
Q4 		– Sell
-4,241
Closed -$129K – 312
2015
Q3 		$129K Hold
4,241
– – 0.09% 67
2015
Q2 		$185K Hold
4,241
– – 0.11% 54
2015
Q1 		$207K Sell
4,241
-145
-3% -$7.2K 0.1% 47
2014
Q4 		$225K Hold
4,386
– – 0.11% 50
2014
Q3 		$258K Buy
4,386
+2
+0% +$117 0.14% 83
2014
Q2 		$263K Buy
4,384
+2
+0% +$114 0.11% 93
2014
Q1 		$242K Sell
4,382
-18
-0.4% -$945 0.11% 93
2013
Q4 		$228K Buy
4,400
+2
+0% +$102 0.08% 137
2013
Q3 		$232K Buy
4,398
+1
+0% +$53 0.12% 91
2013
Q2 		$245K Buy
+4,397
New +$249K 0.14% 78

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

Waverly Advisors's PAA Position: Q2 2026 in Review

Waverly Advisors reduced its Plains All American Pipeline (PAA) stake by 4.9% in Q2 2026, selling an estimated $677K and leaving 592,342 shares worth $13.2M. The position accounts for 0.08% of the portfolio, ranked #245.

Waverly Advisors first reported a position in PAA in Q2 2013 and has held it in 24 quarters since. The position peaked at $14.2M in Q1 2025. 420 funds tracked by Wall St. Rank hold PAA as of Q2 2026.

  • Waverly Advisors held 592,342 shares of Plains All American Pipeline worth $13.2M as of Q2 2026.
  • Waverly Advisors sold 30,453 Plains All American Pipeline shares in Q2 2026, an estimated $677K.
  • Plains All American Pipeline made up 0.08% of Waverly Advisors's portfolio in Q2 2026, its #245 holding.
  • Waverly Advisors first reported a position in Plains All American Pipeline in Q2 2013 and has held it in 24 quarters since.
  • Waverly Advisors's Plains All American Pipeline position peaked at $14.2M in Q1 2025.
  • 420 funds tracked by Wall St. Rank held Plains All American Pipeline as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.