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Amplius Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Amplius Wealth 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 		$253K Buy
+6,872
New +$259K 0.02% 180
2022
Q1 		– Sell
-331
Closed -$7K – 393
2021
Q4 		$7K Buy
+331
New +$7.42K ﹤0.01% 657

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

Amplius Wealth Advisors's EPD Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 6,872 shares worth $253K. The stake represents 0.02% of the portfolio and ranks #180 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in EPD as recently as Q4 2021.

Amplius Wealth Advisors first reported a position in EPD in Q4 2021 and has held it in 2 quarters since. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Amplius Wealth Advisors held 6,872 shares of Enterprise Products Partners worth $253K as of Q2 2026.
  • Enterprise Products Partners was a new Amplius Wealth Advisors position in Q2 2026.
  • Enterprise Products Partners made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • Amplius Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 2 quarters since.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.