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Cassaday & Co Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Cassaday & Co 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 		$175K Sell
4,747
-365
-7% -$13.8K ﹤0.01% 377
2026
Q1 		$193K Buy
+5,112
New +$181K ﹤0.01% 346
2024
Q2 		– Sell
-9,272
Closed -$271K – 295
2024
Q1 		$271K Buy
+9,272
New +$255K 0.01% 240

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

Cassaday & Co Wealth Management's EPD Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Enterprise Products Partners (EPD) stake by 7.1% in Q2 2026, selling an estimated $13.8K and leaving 4,747 shares worth $175K. The position accounts for ﹤0.01% of the portfolio, ranked #377.

Cassaday & Co Wealth Management first reported a position in EPD in Q1 2024 and has held it in 3 quarters since. The position peaked at $271K in Q1 2024. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Cassaday & Co Wealth Management held 4,747 shares of Enterprise Products Partners worth $175K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 365 Enterprise Products Partners shares in Q2 2026, an estimated $13.8K.
  • Enterprise Products Partners made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #377 holding.
  • Cassaday & Co Wealth Management first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 3 quarters since.
  • Cassaday & Co Wealth Management's Enterprise Products Partners position peaked at $271K in Q1 2024.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.