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Forum Financial Management’s Enterprise Products Partners EPD Stock Holding History

Forum Financial 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 		$1.56M Buy
42,436
+200
+0.5% +$7.55K 0.02% 100
2026
Q1 		$1.6M Buy
42,236
+6,927
+20% +$245K 0.02% 92
2025
Q4 		$1.13M Buy
35,309
+15,319
+77% +$484K 0.01% 228
2025
Q3 		$625K Buy
19,990
+216
+1% +$6.81K 0.01% 372
2025
Q2 		$613K Buy
19,774
+209
+1% +$6.51K 0.01% 341
2025
Q1 		$668K Buy
19,565
+195
+1% +$6.49K 0.01% 280
2024
Q4 		$607K Sell
19,370
-8,994
-32% -$276K 0.01% 315
2024
Q3 		$826K Buy
28,364
+38
+0.1% +$1.11K 0.01% 217
2024
Q2 		$821K Sell
28,326
-1,153
-4% -$33.1K 0.01% 207
2024
Q1 		$860K Buy
29,479
+10,109
+52% +$278K 0.01% 211
2023
Q4 		$510K Sell
19,370
-8,109
-30% -$216K 0.01% 286
2023
Q3 		$752K Sell
27,479
-5,406
-16% -$145K 0.02% 195
2023
Q2 		$867K Buy
32,885
+6,000
+22% +$157K 0.02% 179
2023
Q1 		$696K Buy
26,885
+1,617
+6% +$41.5K 0.02% 194
2022
Q4 		$609K Buy
25,268
+331
+1% +$8.15K 0.02% 212
2022
Q3 		$593K Buy
24,937
+2,558
+11% +$66K 0.03% 194
2022
Q2 		$545K Buy
22,379
+1,513
+7% +$39.8K 0.03% 214
2022
Q1 		$538K Sell
20,866
-1
-0% -$24 0.03% 226
2021
Q4 		$458K Buy
+20,867
New +$468K 0.02% 274

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

Forum Financial Management's EPD Position: Q2 2026 in Review

Forum Financial Management increased its Enterprise Products Partners (EPD) stake by 0.47% in Q2 2026, buying an estimated $7.55K and bringing the position to 42,436 shares worth $1.56M. The position accounts for 0.02% of the portfolio, ranked #100.

Forum Financial Management first reported a position in EPD in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.6M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Forum Financial Management held 42,436 shares of Enterprise Products Partners worth $1.56M as of Q2 2026.
  • Forum Financial Management bought 200 Enterprise Products Partners shares in Q2 2026, an estimated $7.55K.
  • Enterprise Products Partners made up 0.02% of Forum Financial Management's portfolio in Q2 2026, its #100 holding.
  • Forum Financial Management first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Enterprise Products Partners position peaked at $1.6M in Q1 2026.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.