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

Barry 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	$256K	Sell	6,955 -62	-0.9%	-$2.34K	0.05%	83
2026 Q1	$266K	Buy	7,017 +1	+0%	+$35	0.06%	78
2025 Q4	$225K	Hold	7,016	–	–	0.05%	88
2025 Q3	$219K	Hold	7,016	–	–	0.05%	98
2025 Q2	$218K	Sell	7,016 -79	-1%	-$2.46K	0.05%	97
2025 Q1	$242K	Buy	7,095 +2	+0%	+$67	0.06%	94
2024 Q4	$222K	Buy	7,093 +1	+0%	+$31	0.07%	98
2024 Q3	$206K	Buy	7,092 +1	+0%	+$29	0.06%	109
2024 Q2	$205K	Buy	7,091 +2	+0%	+$57	0.07%	111
2024 Q1	$207K	Buy	+7,089	New	+$195K	0.07%	109
2015 Q1	–	Sell	-5,690	Closed	-$206K	–	79
2014 Q4	$206K	Buy	+5,690	New	+$210K	0.07%	73

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

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

Barry Investment Advisors reduced its Enterprise Products Partners (EPD) stake by 0.88% in Q2 2026, selling an estimated $2.34K and leaving 6,955 shares worth $256K. The position accounts for 0.05% of the portfolio, ranked #83.

Barry Investment Advisors first reported a position in EPD in Q4 2014 and has held it in 11 quarters since. The position peaked at $266K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Barry Investment Advisors held 6,955 shares of Enterprise Products Partners worth $256K as of Q2 2026.
Barry Investment Advisors sold 62 Enterprise Products Partners shares in Q2 2026, an estimated $2.34K.
Enterprise Products Partners made up 0.05% of Barry Investment Advisors's portfolio in Q2 2026, its #83 holding.
Barry Investment Advisors first reported a position in Enterprise Products Partners in Q4 2014 and has held it in 11 quarters since.
Barry Investment Advisors's Enterprise Products Partners position peaked at $266K in Q1 2026.
1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.