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Diversify Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Diversify 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 		$1.1M Buy
28,733
+8,644
+43% +$326K 0.02% 598
2026
Q1 		$779K Buy
+20,089
New +$711K 0.01% 677
2024
Q3 		– Sell
-10,954
Closed -$305K – 478
2024
Q2 		$305K Buy
+10,954
New +$314K 0.04% 355

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 $39B AUM 18.55% 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

Diversify Wealth Management's EPD Position: Q2 2026 in Review

Diversify Wealth Management increased its Enterprise Products Partners (EPD) stake by 43% in Q2 2026, buying an estimated $326K and bringing the position to 28,733 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #598.

Diversify Wealth Management first reported a position in EPD in Q2 2024 and has held it in 3 quarters since. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Diversify Wealth Management held 28,733 shares of Enterprise Products Partners worth $1.1M as of Q2 2026.
  • Diversify Wealth Management bought 8,644 Enterprise Products Partners shares in Q2 2026, an estimated $326K.
  • Enterprise Products Partners made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #598 holding.
  • Diversify Wealth Management first reported a position in Enterprise Products Partners in Q2 2024 and has held it in 3 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.