Asset Planning Inc’s Enterprise Products Partners EPD Stock Holding History

Asset Planning Inc’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	$61.7K	Buy	1,679 +23	+1%	+$868	0.04%	148
2026 Q1	$62.6K	Buy	1,656 +25	+2%	+$885	0.04%	141
2025 Q4	$52.3K	Buy	1,631 +27	+2%	+$854	0.04%	142
2025 Q3	$50.2K	Buy	1,604 +27	+2%	+$852	0.04%	148
2025 Q2	$48.9K	Buy	1,577 +26	+2%	+$810	0.04%	147
2025 Q1	$53K	Buy	1,551 +24	+2%	+$799	0.04%	141
2024 Q4	$47.9K	Buy	+1,527	New	+$46.9K	0.04%	149

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

Asset Planning Inc's EPD Position: Q2 2026 in Review

Asset Planning Inc increased its Enterprise Products Partners (EPD) stake by 1.4% in Q2 2026, buying an estimated $868 and bringing the position to 1,679 shares worth $61.7K. The position accounts for 0.04% of the portfolio, ranked #148.

Asset Planning Inc first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $62.6K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Asset Planning Inc held 1,679 shares of Enterprise Products Partners worth $61.7K as of Q2 2026.
Asset Planning Inc bought 23 Enterprise Products Partners shares in Q2 2026, an estimated $868.
Enterprise Products Partners made up 0.04% of Asset Planning Inc's portfolio in Q2 2026, its #148 holding.
Asset Planning Inc first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's Enterprise Products Partners position peaked at $62.6K in Q1 2026.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.