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Beacon Pointe Advisors’s Enterprise Products Partners EPD Stock Holding History

Beacon Pointe 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 		$30.3M Buy
823,566
+21,318
+3% +$804K 0.14% 152
2026
Q1 		$30.4M Buy
802,248
+169,414
+27% +$6M 0.16% 134
2025
Q4 		$20.3M Buy
632,834
+5,786
+0.9% +$183K 0.14% 158
2025
Q3 		$19.6M Buy
627,048
+43,971
+8% +$1.39M 0.17% 133
2025
Q2 		$18.1M Buy
+583,077
New +$18.2M 0.19% 118
2025
Q1 		– Sell
-727,966
Closed -$22.8M – 1231
2024
Q4 		$22.8M Buy
727,966
+102,777
+16% +$3.16M 0.25% 94
2024
Q3 		$18.2M Buy
625,189
+17,604
+3% +$514K 0.21% 115
2024
Q2 		$17.6M Sell
607,585
-87,430
-13% -$2.51M 0.21% 112
2024
Q1 		$20.3M Sell
695,015
-25,832
-4% -$709K 0.23% 106
2023
Q4 		$19M Buy
720,847
+122,595
+20% +$3.27M 0.23% 109
2023
Q3 		$16.4M Buy
598,252
+288,243
+93% +$7.71M 0.2% 116
2023
Q2 		$8.17M Buy
+310,009
New +$8.1M 0.13% 149
2023
Q1 		– Sell
-255,025
Closed -$6.15M – 1161
2022
Q4 		$6.15M Buy
255,025
+53,919
+27% +$1.33M 0.12% 169
2022
Q3 		$4.79M Sell
201,106
-10,275
-5% -$265K 0.11% 179
2022
Q2 		$5.16M Buy
211,381
+931
+0.4% +$24.5K 0.11% 177
2022
Q1 		$5.43M Buy
210,450
+35,738
+20% +$868K 0.07% 238
2021
Q4 		$3.84M Buy
+174,712
New +$3.92M 0.1% 168
2021
Q3 		– Sell
-60,392
Closed -$1.46M – 923
2021
Q2 		$1.46M Buy
60,392
+41,087
+213% +$973K 0.05% 272
2021
Q1 		$426K Buy
19,305
+9,012
+88% +$198K 0.03% 318
2020
Q4 		$201K Buy
+10,293
New +$192K 0.01% 480

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 $32.9B AUM 23.66% 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

Beacon Pointe Advisors's EPD Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Enterprise Products Partners (EPD) stake by 2.7% in Q2 2026, buying an estimated $804K and bringing the position to 823,566 shares worth $30.3M. The position accounts for 0.14% of the portfolio, ranked #152.

Beacon Pointe Advisors first reported a position in EPD in Q4 2020 and has held it in 20 quarters since. The position peaked at $30.4M in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Beacon Pointe Advisors held 823,566 shares of Enterprise Products Partners worth $30.3M as of Q2 2026.
  • Beacon Pointe Advisors bought 21,318 Enterprise Products Partners shares in Q2 2026, an estimated $804K.
  • Enterprise Products Partners made up 0.14% of Beacon Pointe Advisors's portfolio in Q2 2026, its #152 holding.
  • Beacon Pointe Advisors first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's Enterprise Products Partners position peaked at $30.4M in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.