Balboa Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Balboa Wealth Partners’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	$259K	Hold	7,043	–	–	0.04%	381
2026 Q1	$267K	Hold	7,043	–	–	0.04%	331
2025 Q4	$226K	Hold	7,043	–	–	0.04%	353
2025 Q3	$220K	Hold	7,043	–	–	0.04%	337
2025 Q2	$218K	Sell	7,043 -1,900	-21%	-$59.2K	0.04%	309
2025 Q1	$305K	Sell	8,943 -1,748	-16%	-$58.2K	0.07%	195
2024 Q4	$335K	Buy	10,691 +3,178	+42%	+$97.6K	0.08%	193
2024 Q3	$219K	Buy	+7,513	New	+$219K	0.05%	251

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

Balboa Wealth Partners's EPD Position: Q2 2026 in Review

Balboa Wealth Partners held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 7,043 shares worth $259K. The position accounts for 0.04% of the portfolio, ranked #381.

Balboa Wealth Partners first reported a position in EPD in Q3 2024 and has held it in 8 quarters since. The position peaked at $335K in Q4 2024. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Balboa Wealth Partners held 7,043 shares of Enterprise Products Partners worth $259K as of Q2 2026.
Balboa Wealth Partners left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.04% of Balboa Wealth Partners's portfolio in Q2 2026, its #381 holding.
Balboa Wealth Partners first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 8 quarters since.
Balboa Wealth Partners's Enterprise Products Partners position peaked at $335K in Q4 2024.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.