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AssuredPartners Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

AssuredPartners Investment 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 		$556K Buy
15,126
+855
+6% +$32.3K 0.05% 246
2026
Q1 		$540K Buy
14,271
+131
+0.9% +$4.64K 0.06% 241
2025
Q4 		$453K Buy
14,140
+1,242
+10% +$39.3K 0.07% 227
2025
Q3 		$403K Sell
12,898
-1,193
-8% -$37.6K 0.09% 167
2025
Q2 		$437K Buy
14,091
+1,628
+13% +$50.7K 0.11% 148
2025
Q1 		$425K Buy
12,463
+207
+2% +$6.89K 0.08% 217
2024
Q4 		$384K Buy
+12,256
New +$376K 0.07% 242

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 $39B AUM 18.55% 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

AssuredPartners Investment Advisors's EPD Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Enterprise Products Partners (EPD) stake by 6% in Q2 2026, buying an estimated $32.3K and bringing the position to 15,126 shares worth $556K. The position accounts for 0.05% of the portfolio, ranked #246.

AssuredPartners Investment Advisors first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • AssuredPartners Investment Advisors held 15,126 shares of Enterprise Products Partners worth $556K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 855 Enterprise Products Partners shares in Q2 2026, an estimated $32.3K.
  • Enterprise Products Partners made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #246 holding.
  • AssuredPartners Investment Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.