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Cypress Wealth Services’s Enterprise Products Partners EPD Stock Holding History

Cypress Wealth Services’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 		$217K Buy
5,900
+1
+0% +$38 0.03% 402
2026
Q1 		$223K Buy
+5,899
New +$209K 0.03% 359
2025
Q2 		– Sell
-5,892
Closed -$201K – 319
2025
Q1 		$201K Buy
+5,892
New +$196K 0.04% 274
2023
Q3 		– Sell
-7,791
Closed -$208K – 245
2023
Q2 		$208K Sell
7,791
-6,661
-46% -$174K 0.05% 231
2023
Q1 		$374K Buy
+14,452
New +$371K 0.11% 157
2020
Q3 		– Sell
-124,241
Closed -$2.26M – 319
2020
Q2 		$2.26M Buy
124,241
+6,036
+5% +$108K 0.54% 51
2020
Q1 		$1.69M Sell
118,205
-2,162
-2% -$50.2K 0.5% 59
2019
Q4 		$3.39M Sell
120,367
-274
-0.2% -$7.43K 0.86% 35
2019
Q3 		$3.45M Buy
120,641
+308
+0.3% +$8.97K 0.95% 33
2019
Q2 		$3.47M Buy
120,333
+22
+0% +$634 1% 29
2019
Q1 		$3.5M Buy
120,311
+22
+0% +$615 1.11% 28
2018
Q4 		$2.96M Sell
120,289
-338
-0.3% -$9.05K 1.17% 26
2018
Q3 		$3.47M Buy
120,627
+20
+0% +$578 1.24% 24
2018
Q2 		$3.34M Buy
120,607
+482
+0.4% +$13.2K 1.27% 25
2018
Q1 		$2.94M Buy
120,125
+135
+0.1% +$3.6K 1.25% 27
2017
Q4 		$3.18M Buy
+119,990
New +$3.04M 1.32% 23

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

Cypress Wealth Services's EPD Position: Q2 2026 in Review

Cypress Wealth Services increased its Enterprise Products Partners (EPD) stake by 0.02% in Q2 2026, buying an estimated $38 and bringing the position to 5,900 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #402.

Cypress Wealth Services first reported a position in EPD in Q4 2017 and has held it in 16 quarters since. The position peaked at $3.5M in Q1 2019. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Cypress Wealth Services held 5,900 shares of Enterprise Products Partners worth $217K as of Q2 2026.
  • Cypress Wealth Services bought 1 Enterprise Products Partners share in Q2 2026, an estimated $38.
  • Enterprise Products Partners made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #402 holding.
  • Cypress Wealth Services first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 16 quarters since.
  • Cypress Wealth Services's Enterprise Products Partners position peaked at $3.5M in Q1 2019.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

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