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

Allen 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	$723K	Sell	19,669 -3,935	-17%	-$148K	0.35%	35
2026 Q1	$893K	Sell	23,604 -2,272	-9%	-$80.4K	0.45%	32
2025 Q4	$830K	Sell	25,876 -1,600	-6%	-$50.6K	0.5%	35
2025 Q3	$859K	Sell	27,476 -2,315	-8%	-$73K	0.58%	33
2025 Q2	$924K	Sell	29,791 -707	-2%	-$22K	0.65%	30
2025 Q1	$1.04M	Sell	30,498 -400	-1%	-$13.3K	0.72%	31
2024 Q4	$969K	Buy	30,898 +1,977	+7%	+$60.7K	0.69%	31
2024 Q3	$842K	Sell	28,921 -800	-3%	-$23.4K	0.58%	33
2024 Q2	$861K	Hold	29,721	–	–	0.77%	32
2024 Q1	$867K	Sell	29,721 -5,575	-16%	-$153K	0.77%	31
2023 Q4	$930K	Buy	+35,296	New	+$940K	0.91%	28

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

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

Allen Wealth Management reduced its Enterprise Products Partners (EPD) stake by 17% in Q2 2026, selling an estimated $148K and leaving 19,669 shares worth $723K. The position accounts for 0.35% of the portfolio, ranked #35.

Allen Wealth Management first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q1 2025. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Allen Wealth Management held 19,669 shares of Enterprise Products Partners worth $723K as of Q2 2026.
Allen Wealth Management sold 3,935 Enterprise Products Partners shares in Q2 2026, an estimated $148K.
Enterprise Products Partners made up 0.35% of Allen Wealth Management's portfolio in Q2 2026, its #35 holding.
Allen Wealth Management first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Allen Wealth Management's Enterprise Products Partners position peaked at $1.04M in Q1 2025.
1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Allen Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.