Aventura Private Wealth’s Enterprise Products Partners EPD Stock Holding History

Aventura Private Wealth’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	$248K	Buy	6,756 +100	+2%	+$3.77K	0.08%	158
2026 Q1	$252K	Hold	6,656	–	–	0.09%	138
2025 Q4	$213K	Sell	6,656 -778	-10%	-$24.6K	0.08%	148
2025 Q3	$232K	Buy	7,434 +40	+0.5%	+$1.26K	0.09%	145
2025 Q2	$229K	Buy	7,394 +130	+2%	+$4.05K	0.1%	137
2025 Q1	$248K	Hold	7,264	–	–	0.13%	126
2024 Q4	$228K	Buy	+7,264	New	+$223K	0.12%	127

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

Aventura Private Wealth's EPD Position: Q2 2026 in Review

Aventura Private Wealth increased its Enterprise Products Partners (EPD) stake by 1.5% in Q2 2026, buying an estimated $3.77K and bringing the position to 6,756 shares worth $248K. The position accounts for 0.08% of the portfolio, ranked #158.

Aventura Private Wealth first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $252K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Aventura Private Wealth held 6,756 shares of Enterprise Products Partners worth $248K as of Q2 2026.
Aventura Private Wealth bought 100 Enterprise Products Partners shares in Q2 2026, an estimated $3.77K.
Enterprise Products Partners made up 0.08% of Aventura Private Wealth's portfolio in Q2 2026, its #158 holding.
Aventura Private Wealth first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Enterprise Products Partners position peaked at $252K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.