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Evolution Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Evolution Wealth Management’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 		$15.2K Buy
414
+100
+32% +$3.77K 0.01% 511
2026
Q1 		$11.9K Hold
314
– – 0.01% 491
2025
Q4 		$10.1K Buy
314
+50
+19% +$1.58K 0.01% 444
2025
Q3 		$8.26K Hold
264
– – 0.01% 395
2025
Q2 		$8.19K Buy
+264
New +$8.22K 0.01% 381

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

Evolution Wealth Management's EPD Position: Q2 2026 in Review

Evolution Wealth Management increased its Enterprise Products Partners (EPD) stake by 32% in Q2 2026, buying an estimated $3.77K and bringing the position to 414 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #511.

Evolution Wealth Management first reported a position in EPD in Q2 2025 and has held it in 5 quarters since. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Evolution Wealth Management held 414 shares of Enterprise Products Partners worth $15.2K as of Q2 2026.
  • Evolution Wealth Management bought 100 Enterprise Products Partners shares in Q2 2026, an estimated $3.77K.
  • Enterprise Products Partners made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #511 holding.
  • Evolution Wealth Management first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 5 quarters since.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

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