Beacon Investment Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Beacon Investment Advisory Services’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	$66.9K	Buy	1,820 +206	+13%	+$7.77K	﹤0.01%	384
2026 Q1	$61.1K	Buy	+1,614	New	+$57.1K	﹤0.01%	403
2018 Q1	–	Sell	-9,980	Closed	-$265K	–	258
2017 Q4	$265K	Sell	9,980 -780	-7%	-$19.7K	0.03%	211
2017 Q3	$281K	Buy	+10,760	New	+$284K	0.02%	234

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

Beacon Investment Advisory Services's EPD Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its Enterprise Products Partners (EPD) stake by 13% in Q2 2026, buying an estimated $7.77K and bringing the position to 1,820 shares worth $66.9K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Beacon Investment Advisory Services first reported a position in EPD in Q3 2017 and has held it in 4 quarters since. The position peaked at $281K in Q3 2017. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Beacon Investment Advisory Services held 1,820 shares of Enterprise Products Partners worth $66.9K as of Q2 2026.
Beacon Investment Advisory Services bought 206 Enterprise Products Partners shares in Q2 2026, an estimated $7.77K.
Enterprise Products Partners made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #384 holding.
Beacon Investment Advisory Services first reported a position in Enterprise Products Partners in Q3 2017 and has held it in 4 quarters since.
Beacon Investment Advisory Services's Enterprise Products Partners position peaked at $281K in Q3 2017.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.