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Cypress Point Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Cypress Point 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 		$294K Buy
+8,011
New +$302K 0.06% 105
2021
Q4 		– Sell
-875
Closed -$19K – 68
2021
Q3 		$19K Hold
875
– – 0.01% 93
2021
Q2 		$21K Buy
+875
New +$20.7K 0.01% 99

Other funds holding EPD

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CCM
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PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Cypress Point Wealth Management's EPD Position: Q2 2026 in Review

Cypress Point Wealth Management opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 8,011 shares worth $294K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings. This is a return to the name: Cypress Point Wealth Management previously reported a position in EPD as recently as Q3 2021.

Cypress Point Wealth Management first reported a position in EPD in Q2 2021 and has held it in 3 quarters since. 404 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Cypress Point Wealth Management held 8,011 shares of Enterprise Products Partners worth $294K as of Q2 2026.
  • Enterprise Products Partners was a new Cypress Point Wealth Management position in Q2 2026.
  • Enterprise Products Partners made up 0.06% of Cypress Point Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Cypress Point Wealth Management first reported a position in Enterprise Products Partners in Q2 2021 and has held it in 3 quarters since.
  • 404 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.