Cascade Financial Partners’s Enterprise Products Partners EPD Stock Holding History

Cascade Financial Partners’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	$1.71M	Sell	46,553 -994	-2%	-$37.5K	0.15%	95
2026 Q1	$1.8M	Buy	47,547 +3,227	+7%	+$114K	0.19%	86
2025 Q4	$1.42M	Buy	44,320 +5,400	+14%	+$171K	0.14%	98
2025 Q3	$1.22M	Buy	38,920 +1,435	+4%	+$45.3K	0.14%	102
2025 Q2	$1.16M	Buy	37,485 +950	+3%	+$29.6K	0.14%	100
2025 Q1	$1.25M	Sell	36,535 -200	-0.5%	-$6.66K	0.16%	98
2024 Q4	$1.15M	Buy	36,735 +926	+3%	+$28.4K	0.15%	92
2024 Q3	$1.04M	Hold	35,809	–	–	0.13%	98
2024 Q2	$1.04M	Hold	35,809	–	–	0.14%	96
2024 Q1	$1.04M	Buy	+35,809	New	+$983K	0.15%	98

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

Cascade Financial Partners's EPD Position: Q2 2026 in Review

Cascade Financial Partners reduced its Enterprise Products Partners (EPD) stake by 2.1% in Q2 2026, selling an estimated $37.5K and leaving 46,553 shares worth $1.71M. The position accounts for 0.15% of the portfolio, ranked #95.

Cascade Financial Partners first reported a position in EPD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.8M in Q1 2026. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Cascade Financial Partners held 46,553 shares of Enterprise Products Partners worth $1.71M as of Q2 2026.
Cascade Financial Partners sold 994 Enterprise Products Partners shares in Q2 2026, an estimated $37.5K.
Enterprise Products Partners made up 0.15% of Cascade Financial Partners's portfolio in Q2 2026, its #95 holding.
Cascade Financial Partners first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Enterprise Products Partners position peaked at $1.8M in Q1 2026.
1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.