Concurrent Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Concurrent Investment Advisors’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	$5.59M	Buy	152,072 +2,983	+2%	+$113K	0.05%	406
2026 Q1	$5.64M	Buy	149,089 +2,125	+1%	+$75.2K	0.06%	335
2025 Q4	$4.71M	Buy	146,964 +2,867	+2%	+$90.7K	0.05%	348
2025 Q3	$4.51M	Buy	144,097 +3,466	+2%	+$109K	0.08%	266
2025 Q2	$4.36M	Buy	140,631 +3,575	+3%	+$111K	0.08%	248
2025 Q1	$4.68M	Buy	137,056 +3,402	+3%	+$113K	0.11%	199
2024 Q4	$4.19M	Buy	133,654 +16,139	+14%	+$496K	0.11%	184
2024 Q3	$3.42M	Buy	117,515 +4,913	+4%	+$144K	0.1%	212
2024 Q2	$3.26M	Buy	112,602 +17,570	+18%	+$504K	0.11%	198
2024 Q1	$2.77M	Buy	95,032 +1,191	+1%	+$32.7K	0.11%	189
2023 Q4	$2.47M	Buy	+93,841	New	+$2.5M	0.12%	192

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 $39B AUM 18.55% 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

Concurrent Investment Advisors's EPD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Enterprise Products Partners (EPD) stake by 2% in Q2 2026, buying an estimated $113K and bringing the position to 152,072 shares worth $5.59M. The position accounts for 0.05% of the portfolio, ranked #406.

Concurrent Investment Advisors first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.64M in Q1 2026. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Concurrent Investment Advisors held 152,072 shares of Enterprise Products Partners worth $5.59M as of Q2 2026.
Concurrent Investment Advisors bought 2,983 Enterprise Products Partners shares in Q2 2026, an estimated $113K.
Enterprise Products Partners made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #406 holding.
Concurrent Investment Advisors first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Enterprise Products Partners position peaked at $5.64M in Q1 2026.
1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.