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Concord Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Concord Wealth 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 		$22.1K Buy
+600
New +$22.6K ﹤0.01% 468
2024
Q4 		– Sell
-742
Closed -$21.6K – 945
2024
Q3 		$21.6K Buy
742
+741
+74,100% +$21.6K ﹤0.01% 459
2024
Q2 		$24 Sell
1
-3,595
-100% -$103K ﹤0.01% 826
2024
Q1 		$105K Buy
3,596
+2,917
+430% +$80.1K 0.02% 269
2023
Q4 		$17.9K Sell
679
-1,231
-64% -$32.8K ﹤0.01% 493
2023
Q3 		$52.3K Sell
1,910
-463
-20% -$12.4K 0.01% 372
2023
Q2 		$62.5K Sell
2,373
-497
-17% -$13K 0.01% 332
2023
Q1 		$74.3K Sell
2,870
-266
-8% -$6.83K 0.02% 288
2022
Q4 		$75.6K Buy
+3,136
New +$77.2K 0.02% 294
2022
Q3 		– Sell
-3,393
Closed -$83K – 444
2022
Q2 		$83K Buy
3,393
+207
+6% +$5.45K 0.02% 286
2022
Q1 		$82K Sell
3,186
-608
-16% -$14.8K 0.02% 330
2021
Q4 		$83K Buy
3,794
+969
+34% +$21.7K 0.02% 336
2021
Q3 		$61K Sell
2,825
-1,062
-27% -$24.1K 0.03% 185
2021
Q2 		$94K Sell
3,887
-912
-19% -$21.6K 0.03% 243
2021
Q1 		$106K Sell
4,799
-941
-16% -$20.7K 0.04% 210
2020
Q4 		$112K Buy
+5,740
New +$107K 0.09% 123

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

Concord Wealth Partners's EPD Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 600 shares worth $22.1K. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in EPD as recently as Q3 2024.

Concord Wealth Partners first reported a position in EPD in Q4 2020 and has held it in 16 quarters since. The position peaked at $112K in Q4 2020. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Concord Wealth Partners held 600 shares of Enterprise Products Partners worth $22.1K as of Q2 2026.
  • Enterprise Products Partners was a new Concord Wealth Partners position in Q2 2026.
  • Enterprise Products Partners made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #468 holding.
  • Concord Wealth Partners first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 16 quarters since.
  • Concord Wealth Partners's Enterprise Products Partners position peaked at $112K in Q4 2020.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.