Fermata Advisors’s Enterprise Products Partners EPD Stock Holding History

Fermata 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	$571K	Buy	15,532 +2,515	+19%	+$94.9K	0.12%	145
2026 Q1	$493K	Buy	13,017 +737	+6%	+$26.1K	0.11%	141
2025 Q4	$394K	Buy	12,280 +202	+2%	+$6.39K	0.09%	151
2025 Q3	$378K	Buy	12,078 +1,351	+13%	+$42.6K	0.1%	147
2025 Q2	$333K	Buy	10,727 +1,052	+11%	+$32.8K	0.09%	169
2025 Q1	$330K	Sell	9,675 -712	-7%	-$23.7K	0.06%	208
2024 Q4	$326K	Buy	10,387 +473	+5%	+$14.5K	0.06%	193
2024 Q3	$289K	Buy	9,914 +1,330	+15%	+$38.8K	0.06%	186
2024 Q2	$249K	Buy	+8,584	New	+$246K	0.06%	187

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

Fermata Advisors's EPD Position: Q2 2026 in Review

Fermata Advisors increased its Enterprise Products Partners (EPD) stake by 19% in Q2 2026, buying an estimated $94.9K and bringing the position to 15,532 shares worth $571K. The position accounts for 0.12% of the portfolio, ranked #145.

Fermata Advisors first reported a position in EPD in Q2 2024 and has held it in 9 quarters since. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Fermata Advisors held 15,532 shares of Enterprise Products Partners worth $571K as of Q2 2026.
Fermata Advisors bought 2,515 Enterprise Products Partners shares in Q2 2026, an estimated $94.9K.
Enterprise Products Partners made up 0.12% of Fermata Advisors's portfolio in Q2 2026, its #145 holding.
Fermata Advisors first reported a position in Enterprise Products Partners in Q2 2024 and has held it in 9 quarters since.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Fermata Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.