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

Cyndeo 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 		$983K Sell
26,744
-3,043
-10% -$115K 0.05% 263
2026
Q1 		$1.13M Sell
29,787
-97,169
-77% -$3.44M 0.06% 225
2025
Q4 		$4.07M Buy
126,956
+965
+0.8% +$30.5K 0.22% 109
2025
Q3 		$3.94M Sell
125,991
-4,802
-4% -$151K 0.22% 108
2025
Q2 		$4.06M Sell
130,793
-2,565
-2% -$79.9K 0.24% 109
2025
Q1 		$4.55M Buy
133,358
+22,202
+20% +$739K 0.3% 99
2024
Q4 		$3.49M Buy
111,156
+269
+0.2% +$8.26K 0.24% 109
2024
Q3 		$3.23M Buy
110,887
+289
+0.3% +$8.44K 0.23% 121
2024
Q2 		$3.21M Buy
110,598
+4,766
+5% +$137K 0.25% 116
2024
Q1 		$3.09M Buy
105,832
+32,148
+44% +$883K 0.26% 112
2023
Q4 		$1.94M Sell
73,684
-467
-0.6% -$12.4K 0.18% 145
2023
Q3 		$2.03M Sell
74,151
-16,647
-18% -$445K 0.21% 124
2023
Q2 		$2.39M Sell
90,798
-819
-0.9% -$21.4K 0.25% 110
2023
Q1 		$2.37M Buy
91,617
+3,742
+4% +$96.1K 0.26% 112
2022
Q4 		$2.12M Buy
+87,875
New +$2.16M 0.25% 122

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

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

Cyndeo Wealth Partners reduced its Enterprise Products Partners (EPD) stake by 10% in Q2 2026, selling an estimated $115K and leaving 26,744 shares worth $983K. The position accounts for 0.05% of the portfolio, ranked #263.

Cyndeo Wealth Partners first reported a position in EPD in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.55M in Q1 2025. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Cyndeo Wealth Partners held 26,744 shares of Enterprise Products Partners worth $983K as of Q2 2026.
  • Cyndeo Wealth Partners sold 3,043 Enterprise Products Partners shares in Q2 2026, an estimated $115K.
  • Enterprise Products Partners made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #263 holding.
  • Cyndeo Wealth Partners first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Enterprise Products Partners position peaked at $4.55M in Q1 2025.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.