Action Point Financial Planning’s Enterprise Products Partners EPD Stock Holding History

Action Point Financial Planning’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	$74.1K	Buy	+2,016	New	+$76.1K	0.01%	692

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

Action Point Financial Planning's EPD Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 2,016 shares worth $74.1K. The stake represents 0.01% of the portfolio and ranks #692 among its holdings.

1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Action Point Financial Planning held 2,016 shares of Enterprise Products Partners worth $74.1K as of Q2 2026.
Enterprise Products Partners was a new Action Point Financial Planning position in Q2 2026.
Enterprise Products Partners made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #692 holding.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.