Emergent Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Emergent Wealth Advisors’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	$335K	Hold	9,100	–	–	0.17%	94
2026 Q1	$344K	Hold	9,100	–	–	0.2%	90
2025 Q4	$292K	Hold	9,100	–	–	0.16%	103
2025 Q3	$285K	Hold	9,100	–	–	0.17%	93
2025 Q2	$282K	Hold	9,100	–	–	0.18%	88
2025 Q1	$311K	Hold	9,100	–	–	0.23%	79
2024 Q4	$285K	Hold	9,100	–	–	0.21%	85
2024 Q3	$265K	Hold	9,100	–	–	0.2%	85
2024 Q2	$264K	Hold	9,100	–	–	0.21%	85
2024 Q1	$266K	Sell	9,100 -1,500	-14%	-$41.2K	0.23%	81
2023 Q4	$279K	Buy	+10,600	New	+$282K	0.26%	77

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

Emergent Wealth Advisors's EPD Position: Q2 2026 in Review

Emergent Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 9,100 shares worth $335K. The position accounts for 0.17% of the portfolio, ranked #94.

Emergent Wealth Advisors first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $344K in Q1 2026. 1,581 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Emergent Wealth Advisors held 9,100 shares of Enterprise Products Partners worth $335K as of Q2 2026.
Emergent Wealth Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.17% of Emergent Wealth Advisors's portfolio in Q2 2026, its #94 holding.
Emergent Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Emergent Wealth Advisors's Enterprise Products Partners position peaked at $344K in Q1 2026.
1,581 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.