AFT Forsyth & Company’s Enterprise Products Partners EPD Stock Holding History

AFT Forsyth & Company’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	$424K	Sell	11,545 -233	-2%	-$8.79K	0.2%	78
2026 Q1	$446K	Buy	11,778 +174	+1%	+$6.16K	0.21%	82
2025 Q4	$372K	Buy	11,604 +192	+2%	+$6.07K	0.16%	92
2025 Q3	$357K	Buy	11,412 +191	+2%	+$6.03K	0.17%	86
2025 Q2	$348K	Buy	11,221 +185	+2%	+$5.76K	0.18%	86
2025 Q1	$377K	Buy	11,036 +173	+2%	+$5.76K	0.2%	92
2024 Q4	$341K	Buy	10,863 +182	+2%	+$5.59K	0.17%	100
2024 Q3	$311K	Buy	10,681 +190	+2%	+$5.55K	0.15%	106
2024 Q2	$304K	Buy	10,491 +2,463	+31%	+$70.6K	0.15%	113
2024 Q1	$234K	Buy	8,028 +150	+2%	+$4.12K	0.13%	128
2023 Q4	$208K	Buy	7,878 +146	+2%	+$3.89K	0.13%	133
2023 Q3	$212K	Buy	7,732 +142	+2%	+$3.8K	0.16%	122
2023 Q2	$200K	Buy	+7,590	New	+$198K	0.14%	132
2013 Q3	$8K	Hold	262	–	–	0.01%	279
2013 Q2	$8K	Buy	+262	New	+$7.94K	0.01%	259

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

AFT Forsyth & Company's EPD Position: Q2 2026 in Review

AFT Forsyth & Company reduced its Enterprise Products Partners (EPD) stake by 2% in Q2 2026, selling an estimated $8.79K and leaving 11,545 shares worth $424K. The position accounts for 0.2% of the portfolio, ranked #78.

AFT Forsyth & Company first reported a position in EPD in Q2 2013 and has held it in 15 quarters since. The position peaked at $446K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

AFT Forsyth & Company held 11,545 shares of Enterprise Products Partners worth $424K as of Q2 2026.
AFT Forsyth & Company sold 233 Enterprise Products Partners shares in Q2 2026, an estimated $8.79K.
Enterprise Products Partners made up 0.2% of AFT Forsyth & Company's portfolio in Q2 2026, its #78 holding.
AFT Forsyth & Company first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 15 quarters since.
AFT Forsyth & Company's Enterprise Products Partners position peaked at $446K in Q1 2026.
1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.