Abound Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Abound Wealth Management’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	$17.2K	Hold	468	–	–	﹤0.01%	396
2026 Q1	$17.7K	Sell	468 -192	-29%	-$6.8K	﹤0.01%	425
2025 Q4	$21.2K	Buy	660 +252	+62%	+$7.97K	0.01%	357
2025 Q3	$12.8K	Buy	+408	New	+$12.9K	﹤0.01%	442
2022 Q4	–	Sell	-329	Closed	-$7.82K	–	750
2022 Q3	$7.82K	Buy	+329	New	+$8.49K	﹤0.01%	305

Other funds holding EPD

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

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Abound Wealth Management's EPD Position: Q2 2026 in Review

Abound Wealth Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 468 shares worth $17.2K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Abound Wealth Management first reported a position in EPD in Q3 2022 and has held it in 5 quarters since. The position peaked at $21.2K in Q4 2025. 1,582 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Abound Wealth Management held 468 shares of Enterprise Products Partners worth $17.2K as of Q2 2026.
Abound Wealth Management left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #396 holding.
Abound Wealth Management first reported a position in Enterprise Products Partners in Q3 2022 and has held it in 5 quarters since.
Abound Wealth Management's Enterprise Products Partners position peaked at $21.2K in Q4 2025.
1,582 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.