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

Daymark 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 		$3.69M Sell
100,352
-10,915
-10% -$412K 0.09% 171
2026
Q1 		$4.21M Buy
111,267
+3,275
+3% +$116K 0.13% 136
2025
Q4 		$3.46M Buy
107,992
+3,985
+4% +$126K 0.11% 143
2025
Q3 		$3.25M Buy
104,007
+1,654
+2% +$52.2K 0.11% 149
2025
Q2 		$3.17M Buy
102,353
+1,166
+1% +$36.3K 0.12% 145
2025
Q1 		$3.45M Buy
101,187
+1,256
+1% +$41.8K 0.15% 118
2024
Q4 		$3.13M Sell
99,931
-30
-0% -$922 0.13% 126
2024
Q3 		$2.91M Buy
99,961
+3,521
+4% +$103K 0.12% 137
2024
Q2 		$2.79M Buy
96,440
+69,611
+259% +$2M 0.13% 132
2024
Q1 		$783K Sell
26,829
-500
-2% -$13.7K 0.04% 222
2023
Q4 		$720K Sell
27,329
-200
-0.7% -$5.33K 0.04% 220
2023
Q3 		$753K Buy
27,529
+1,540
+6% +$41.2K 0.05% 199
2023
Q2 		$685K Buy
+25,989
New +$679K 0.05% 203

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

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

Daymark Wealth Partners reduced its Enterprise Products Partners (EPD) stake by 9.8% in Q2 2026, selling an estimated $412K and leaving 100,352 shares worth $3.69M. The position accounts for 0.09% of the portfolio, ranked #171.

Daymark Wealth Partners first reported a position in EPD in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.21M in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Daymark Wealth Partners held 100,352 shares of Enterprise Products Partners worth $3.69M as of Q2 2026.
  • Daymark Wealth Partners sold 10,915 Enterprise Products Partners shares in Q2 2026, an estimated $412K.
  • Enterprise Products Partners made up 0.09% of Daymark Wealth Partners's portfolio in Q2 2026, its #171 holding.
  • Daymark Wealth Partners first reported a position in Enterprise Products Partners in Q2 2023 and has held it in 13 quarters since.
  • Daymark Wealth Partners's Enterprise Products Partners position peaked at $4.21M in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.