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Forvis Mazars Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Forvis Mazars Wealth 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 		$478K Sell
13,001
-8,443
-39% -$319K 0.01% 316
2026
Q1 		$811K Sell
21,444
-268
-1% -$9.49K 0.02% 231
2025
Q4 		$696K Hold
21,712
– – 0.01% 245
2025
Q3 		$679K Hold
21,712
– – 0.01% 247
2025
Q2 		$673K Hold
21,712
– – 0.01% 245
2025
Q1 		$741K Buy
21,712
+2,000
+10% +$66.6K 0.02% 234
2024
Q4 		$618K Buy
19,712
+5,000
+34% +$154K 0.01% 282
2024
Q3 		$428K Sell
14,712
-603
-4% -$17.6K 0.01% 336
2024
Q2 		$444K Sell
15,315
-1,510
-9% -$43.3K 0.01% 306
2024
Q1 		$491K Sell
16,825
-1,282
-7% -$35.2K 0.01% 295
2023
Q4 		$477K Buy
18,107
+2,079
+13% +$55.4K 0.01% 289
2023
Q3 		$439K Buy
16,028
+2,005
+14% +$53.6K 0.01% 292
2023
Q2 		$369K Hold
14,023
– – 0.01% 327
2023
Q1 		$363K Hold
14,023
– – 0.01% 306
2022
Q4 		$338K Hold
14,023
– – 0.01% 310
2022
Q3 		$333K Sell
14,023
-1,495
-10% -$38.6K 0.01% 306
2022
Q2 		$378K Hold
15,518
– – 0.02% 288
2022
Q1 		$401K Buy
+15,518
New +$377K 0.02% 209
2021
Q4 		– Sell
-10,447
Closed -$226K – 286
2021
Q3 		$226K Buy
10,447
+1,758
+20% +$39.9K 0.01% 252
2021
Q2 		$210K Sell
8,689
-3,610
-29% -$85.5K 0.01% 255
2021
Q1 		$271K Buy
12,299
+100
+0.8% +$2.2K 0.01% 241
2020
Q4 		$239K Buy
+12,199
New +$227K 0.01% 326
2020
Q1 		– Sell
-7,463
Closed -$210K – 292
2019
Q4 		$210K Buy
7,463
+70
+0.9% +$1.9K 0.02% 274
2019
Q3 		$211K Buy
7,393
+165
+2% +$4.8K 0.02% 247
2019
Q2 		$209K Sell
7,228
-138
-2% -$3.98K 0.02% 249
2019
Q1 		$214K Buy
+7,366
New +$206K 0.02% 240
2018
Q4 		– Sell
-7,340
Closed -$211K – 230
2018
Q3 		$211K Sell
7,340
-981
-12% -$28.3K 0.02% 220
2018
Q2 		$230K Sell
8,321
-1,105
-12% -$30.2K 0.02% 212
2018
Q1 		$231K Buy
+9,426
New +$251K 0.02% 213
2017
Q2 		– Sell
-8,639
Closed -$239K – 225
2017
Q1 		$239K Buy
8,639
+51
+0.6% +$1.43K 0.03% 195
2016
Q4 		$232K Buy
8,588
+456
+6% +$11.9K 0.03% 187
2016
Q3 		$225K Buy
8,132
+50
+0.6% +$1.38K 0.03% 175
2016
Q2 		$236K Sell
8,082
-623
-7% -$16.7K 0.04% 165
2016
Q1 		$214K Sell
8,705
-1,979
-19% -$46.1K 0.03% 180
2015
Q4 		$273K Sell
10,684
-173
-2% -$4.5K 0.04% 153
2015
Q3 		$270K Sell
10,857
-715
-6% -$19.8K 0.05% 149
2015
Q2 		$346K Sell
11,572
-792
-6% -$25.9K 0.05% 128
2015
Q1 		$407K Buy
12,364
+1,872
+18% +$62.7K 0.06% 123
2014
Q4 		$379K Sell
10,492
-120
-1% -$4.44K 0.06% 113
2014
Q3 		$428K Sell
10,612
-614
-5% -$24.1K 0.07% 94
2014
Q2 		$439K Sell
11,226
-754
-6% -$27.8K 0.07% 96
2014
Q1 		$415K Buy
11,980
+46
+0.4% +$1.52K 0.07% 112
2013
Q4 		$396K Buy
11,934
+46
+0.4% +$1.43K 0.07% 111
2013
Q3 		$363K Buy
11,888
+46
+0.4% +$1.41K 0.07% 114
2013
Q2 		$368K Buy
+11,842
New +$359K 0.29% 71

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

Forvis Mazars Wealth Advisors's EPD Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 39% in Q2 2026, selling an estimated $319K and leaving 13,001 shares worth $478K. The position accounts for 0.01% of the portfolio, ranked #316.

Forvis Mazars Wealth Advisors first reported a position in EPD in Q2 2013 and has held it in 45 quarters since. The position peaked at $811K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 13,001 shares of Enterprise Products Partners worth $478K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 8,443 Enterprise Products Partners shares in Q2 2026, an estimated $319K.
  • Enterprise Products Partners made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #316 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 45 quarters since.
  • Forvis Mazars Wealth Advisors's Enterprise Products Partners position peaked at $811K in Q1 2026.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.