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Evergreen Wealth Solutions’s Enterprise Products Partners EPD Stock Holding History

Evergreen Wealth Solutions’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 		$220K Buy
5,773
+68
+1% +$2.57K 0.01% 483
2026
Q1 		$216K Buy
+5,705
New +$202K 0.02% 384

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

Evergreen Wealth Solutions's EPD Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its Enterprise Products Partners (EPD) stake by 1.2% in Q2 2026, buying an estimated $2.57K and bringing the position to 5,773 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #483.

Evergreen Wealth Solutions first reported a position in EPD in Q1 2026 and has held it in 2 quarters since. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Evergreen Wealth Solutions held 5,773 shares of Enterprise Products Partners worth $220K as of Q2 2026.
  • Evergreen Wealth Solutions bought 68 Enterprise Products Partners shares in Q2 2026, an estimated $2.57K.
  • Enterprise Products Partners made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #483 holding.
  • Evergreen Wealth Solutions first reported a position in Enterprise Products Partners in Q1 2026 and has held it in 2 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.