Everhart Financial Group’s Enterprise Products Partners EPD Stock Holding History

Everhart Financial Group’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	$249K	Buy	+6,772	New	+$256K	0.02%	420

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

Everhart Financial Group's EPD Position: Q2 2026 in Review

Everhart Financial Group opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 6,772 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #420 among its holdings.

1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Everhart Financial Group held 6,772 shares of Enterprise Products Partners worth $249K as of Q2 2026.
Enterprise Products Partners was a new Everhart Financial Group position in Q2 2026.
Enterprise Products Partners made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #420 holding.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.