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Beaird Harris Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Beaird Harris Wealth Management’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 		$110K Buy
2,982
+1,924
+182% +$72.6K 0.01% 203
2026
Q1 		$40K Sell
1,058
-500
-32% -$17.7K ﹤0.01% 263
2025
Q4 		$50K Hold
1,558
– – ﹤0.01% 254
2025
Q3 		$48.7K Hold
1,558
– – ﹤0.01% 248
2025
Q2 		$48.3K Buy
1,558
+558
+56% +$17.4K ﹤0.01% 248
2025
Q1 		$34.1K Sell
1,000
-500
-33% -$16.7K ﹤0.01% 260
2024
Q4 		$47K Buy
+1,500
New +$46.1K ﹤0.01% 233
2024
Q3 		– Sell
-20,800
Closed -$603K – 581
2024
Q2 		$603K Hold
20,800
– – 0.06% 70
2024
Q1 		$607K Hold
20,800
– – 0.06% 68
2023
Q4 		$548K Hold
20,800
– – 0.06% 61
2023
Q3 		$569K Hold
20,800
– – 0.07% 54
2023
Q2 		$548K Hold
20,800
– – 0.07% 56
2023
Q1 		$539K Sell
20,800
-285
-1% -$7.32K 0.1% 53
2022
Q4 		$509K Sell
21,085
-1,280
-6% -$31.5K 0.1% 53
2022
Q3 		$532K Buy
22,365
+20,800
+1,329% +$537K 0.12% 51
2022
Q2 		$38K Sell
1,565
-23,800
-94% -$626K 0.01% 153
2022
Q1 		$655K Sell
25,365
-3,200
-11% -$77.7K 0.24% 42
2021
Q4 		$627K Buy
+28,565
New +$641K 0.23% 56

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

Beaird Harris Wealth Management's EPD Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Enterprise Products Partners (EPD) stake by 182% in Q2 2026, buying an estimated $72.6K and bringing the position to 2,982 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #203.

Beaird Harris Wealth Management first reported a position in EPD in Q4 2021 and has held it in 18 quarters since. The position peaked at $655K in Q1 2022. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Beaird Harris Wealth Management held 2,982 shares of Enterprise Products Partners worth $110K as of Q2 2026.
  • Beaird Harris Wealth Management bought 1,924 Enterprise Products Partners shares in Q2 2026, an estimated $72.6K.
  • Enterprise Products Partners made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Beaird Harris Wealth Management first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 18 quarters since.
  • Beaird Harris Wealth Management's Enterprise Products Partners position peaked at $655K in Q1 2022.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.