Diversify Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Diversify Advisory 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	$1.1M	Buy	+28,733	New	+$1.08M	0.02%	598
2026 Q1	–	Sell	-12,003	Closed	-$395K	–	417
2025 Q4	$395K	Buy	12,003 +46	+0.4%	+$1.45K	0.01%	678
2025 Q3	$365K	Sell	11,957 -489	-4%	-$15.4K	0.01%	660
2025 Q2	$390K	Buy	12,446 +310	+3%	+$9.66K	0.01%	615
2025 Q1	$374K	Buy	12,136 +38	+0.3%	+$1.27K	0.02%	427
2024 Q4	$389K	Sell	12,098 -1,549	-11%	-$47.6K	0.02%	419
2024 Q3	$395K	Buy	13,647 +45	+0.3%	+$1.31K	0.02%	423
2024 Q2	$397K	Buy	13,602 +1,673	+14%	+$48K	0.02%	425
2024 Q1	$350K	Buy	+11,929	New	+$328K	0.02%	501

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 $32.9B AUM 23.66% 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

Diversify Advisory Services's EPD Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 28,733 shares worth $1.1M. The stake represents 0.02% of the portfolio and ranks #598 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in EPD as recently as Q4 2025.

Diversify Advisory Services first reported a position in EPD in Q1 2024 and has held it in 9 quarters since. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Diversify Advisory Services held 28,733 shares of Enterprise Products Partners worth $1.1M as of Q2 2026.
Enterprise Products Partners was a new Diversify Advisory Services position in Q2 2026.
Enterprise Products Partners made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #598 holding.
Diversify Advisory Services first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 9 quarters since.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.