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AA Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

AA Financial Advisors’s Portfolio EPD Stock Details EPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$505K Buy
13,732
+425
+3% +$16K 0.06% 147
2026
Q1 		$504K Buy
13,307
+534
+4% +$18.9K 0.07% 140
2025
Q4 		$410K Buy
12,773
+348
+3% +$11K 0.08% 143
2025
Q3 		$389K Buy
12,425
+142
+1% +$4.48K 0.08% 132
2025
Q2 		$381K Buy
12,283
+6,199
+102% +$193K 0.08% 127
2025
Q1 		$208K Buy
+6,084
New +$203K 0.05% 171

Other funds holding EPD

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

AA Financial Advisors's EPD Position: Q2 2026 in Review

AA Financial Advisors increased its Enterprise Products Partners (EPD) stake by 3.2% in Q2 2026, buying an estimated $16K and bringing the position to 13,732 shares worth $505K. The position accounts for 0.06% of the portfolio, ranked #147.

AA Financial Advisors first reported a position in EPD in Q1 2025 and has held it in 6 quarters since. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • AA Financial Advisors held 13,732 shares of Enterprise Products Partners worth $505K as of Q2 2026.
  • AA Financial Advisors bought 425 Enterprise Products Partners shares in Q2 2026, an estimated $16K.
  • Enterprise Products Partners made up 0.06% of AA Financial Advisors's portfolio in Q2 2026, its #147 holding.
  • AA Financial Advisors first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 6 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.