EFT
EPD icon

Envision Financial Transparency’s Enterprise Products Partners EPD Stock Holding History

Envision Financial Transparency’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 		$404K Buy
13,684
+2,684
+24% +$101K 0.34% 41
2026
Q1 		$416K Buy
+11,000
New +$389K 0.4% 36

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

Envision Financial Transparency's EPD Position: Q2 2026 in Review

Envision Financial Transparency increased its Enterprise Products Partners (EPD) stake by 24% in Q2 2026, buying an estimated $101K and bringing the position to 13,684 shares worth $404K. The position accounts for 0.34% of the portfolio, ranked #41.

Envision Financial Transparency first reported a position in EPD in Q1 2026 and has held it in 2 quarters since. The position peaked at $416K in Q1 2026. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Envision Financial Transparency held 13,684 shares of Enterprise Products Partners worth $404K as of Q2 2026.
  • Envision Financial Transparency bought 2,684 Enterprise Products Partners shares in Q2 2026, an estimated $101K.
  • Enterprise Products Partners made up 0.34% of Envision Financial Transparency's portfolio in Q2 2026, its #41 holding.
  • Envision Financial Transparency first reported a position in Enterprise Products Partners in Q1 2026 and has held it in 2 quarters since.
  • Envision Financial Transparency's Enterprise Products Partners position peaked at $416K in Q1 2026.
  • 1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Envision Financial Transparency's 13F filing for Q2 2026, filed 21 Aug 2026.