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Artesa Financial Group’s Enterprise Products Partners EPD Stock Holding History

Artesa Financial Group’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 		$577K Sell
15,691
-960
-6% -$36.2K 0.49% 29
2026
Q1 		$630K Sell
16,651
-2,426
-13% -$85.9K 0.6% 26
2025
Q4 		$612K Buy
+19,077
New +$603K 0.63% 26

Other funds holding EPD

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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

Artesa Financial Group's EPD Position: Q2 2026 in Review

Artesa Financial Group reduced its Enterprise Products Partners (EPD) stake by 5.8% in Q2 2026, selling an estimated $36.2K and leaving 15,691 shares worth $577K. The position accounts for 0.49% of the portfolio, ranked #29.

Artesa Financial Group first reported a position in EPD in Q4 2025 and has held it in 3 quarters since. The position peaked at $630K in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Artesa Financial Group held 15,691 shares of Enterprise Products Partners worth $577K as of Q2 2026.
  • Artesa Financial Group sold 960 Enterprise Products Partners shares in Q2 2026, an estimated $36.2K.
  • Enterprise Products Partners made up 0.49% of Artesa Financial Group's portfolio in Q2 2026, its #29 holding.
  • Artesa Financial Group first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 3 quarters since.
  • Artesa Financial Group's Enterprise Products Partners position peaked at $630K in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Artesa Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.