Blue Bell Private Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Blue Bell Private 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	$39.5K	Hold	1,076	–	–	﹤0.01%	449
2026 Q1	$40.7K	Buy	1,076 +591	+122%	+$20.9K	0.01%	431
2025 Q4	$15.5K	Hold	485	–	–	﹤0.01%	513
2025 Q3	$15.2K	Hold	485	–	–	﹤0.01%	507
2025 Q2	$15K	Hold	485	–	–	﹤0.01%	492
2025 Q1	$16.6K	Hold	485	–	–	﹤0.01%	477
2024 Q4	$15.2K	Hold	485	–	–	﹤0.01%	464
2024 Q3	$14.1K	Hold	485	–	–	﹤0.01%	490
2024 Q2	$14.1K	Hold	485	–	–	﹤0.01%	486
2024 Q1	$14.1K	Sell	485 -400	-45%	-$11K	﹤0.01%	485
2023 Q4	$23.3K	Buy	885 +2	+0.2%	+$53	0.01%	415
2023 Q3	$24.2K	Hold	883	–	–	0.01%	339
2023 Q2	$23.3K	Hold	883	–	–	0.01%	339
2023 Q1	$22.9K	Sell	883 -150	-15%	-$3.85K	0.01%	301
2022 Q4	$24.9K	Hold	1,033	–	–	0.01%	287
2022 Q3	$25K	Hold	1,033	–	–	0.01%	274
2022 Q2	$25K	Sell	1,033 -800	-44%	-$21K	0.01%	285
2022 Q1	$47K	Sell	1,833 -450	-20%	-$10.9K	0.01%	229
2021 Q4	$50K	Buy	+2,283	New	+$51.2K	0.01%	206
2016 Q4	–	Sell	-654	Closed	-$19K	–	308
2016 Q3	$19K	Hold	654	–	–	0.01%	299
2016 Q2	$20K	Sell	654 -484	-43%	-$13K	0.01%	293
2016 Q1	$28K	Buy	1,138 +484	+74%	+$11.3K	0.02%	263
2015 Q4	$17K	Hold	654	–	–	0.01%	322
2015 Q3	$16K	Hold	654	–	–	0.01%	331
2015 Q2	$20K	Hold	654	–	–	0.01%	312
2015 Q1	$21K	Hold	654	–	–	0.01%	297
2014 Q4	$23K	Hold	654	–	–	0.01%	310
2014 Q3	$26K	Hold	654	–	–	0.02%	310
2014 Q2	$26K	Hold	654	–	–	0.02%	298
2014 Q1	$23K	Hold	654	–	–	0.02%	280
2013 Q4	$22K	Buy	+654	New	+$20.4K	0.02%	300

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

Blue Bell Private Wealth Management's EPD Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 1,076 shares worth $39.5K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Blue Bell Private Wealth Management first reported a position in EPD in Q4 2013 and has held it in 31 quarters since. The position peaked at $50K in Q4 2021. 1,582 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Blue Bell Private Wealth Management held 1,076 shares of Enterprise Products Partners worth $39.5K as of Q2 2026.
Blue Bell Private Wealth Management left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #449 holding.
Blue Bell Private Wealth Management first reported a position in Enterprise Products Partners in Q4 2013 and has held it in 31 quarters since.
Blue Bell Private Wealth Management's Enterprise Products Partners position peaked at $50K in Q4 2021.
1,582 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.