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

Encompass 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	$288K	Hold	7,822	–	–	0.09%	91
2026 Q1	$296K	Hold	7,822	–	–	0.1%	85
2025 Q4	$251K	Hold	7,822	–	–	0.09%	91
2025 Q3	$245K	Hold	7,822	–	–	0.08%	96
2025 Q2	$243K	Hold	7,822	–	–	0.09%	94
2025 Q1	$267K	Hold	7,822	–	–	0.11%	86
2024 Q4	$245K	Hold	7,822	–	–	0.1%	92
2024 Q3	$228K	Hold	7,822	–	–	0.06%	217
2024 Q2	$227K	Hold	7,822	–	–	0.06%	208
2024 Q1	$228K	Hold	7,822	–	–	0.06%	220
2023 Q4	$206K	Hold	7,822	–	–	0.06%	201
2023 Q3	$214K	Hold	7,822	–	–	0.07%	189
2023 Q2	$206K	Hold	7,822	–	–	0.07%	199
2023 Q1	$203K	Buy	+7,822	New	+$201K	0.07%	193
2022 Q1	–	Sell	-27,506	Closed	-$604K	–	360
2021 Q4	$604K	Buy	27,506 +64	+0.2%	+$1.44K	0.15%	114
2021 Q3	$593K	Buy	27,442 +64	+0.2%	+$1.45K	0.15%	110
2021 Q2	$660K	Buy	27,378 +60	+0.2%	+$1.42K	0.16%	113
2021 Q1	$632K	Buy	27,318 +149	+0.5%	+$3.28K	0.16%	113
2020 Q4	$532K	Buy	+27,169	New	+$506K	0.31%	60

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

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

Encompass Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 7,822 shares worth $288K. The position accounts for 0.09% of the portfolio, ranked #91.

Encompass Wealth Advisors first reported a position in EPD in Q4 2020 and has held it in 19 quarters since. The position peaked at $660K in Q2 2021. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Encompass Wealth Advisors held 7,822 shares of Enterprise Products Partners worth $288K as of Q2 2026.
Encompass Wealth Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.09% of Encompass Wealth Advisors's portfolio in Q2 2026, its #91 holding.
Encompass Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 19 quarters since.
Encompass Wealth Advisors's Enterprise Products Partners position peaked at $660K in Q2 2021.
1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Encompass Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.