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Foundations Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Foundations Investment 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 		$9.95M Buy
270,583
+11,730
+5% +$443K 0.1% 172
2026
Q1 		$9.79M Sell
258,853
-31,526
-11% -$1.12M 0.12% 163
2025
Q4 		$9.31M Buy
290,379
+24,216
+9% +$766K 0.12% 153
2025
Q3 		$8.32M Buy
266,163
+14,219
+6% +$449K 0.12% 152
2025
Q2 		$7.81M Buy
251,944
+32,429
+15% +$1.01M 0.12% 150
2025
Q1 		$7.49M Sell
219,515
-70,848
-24% -$2.36M 0.14% 147
2024
Q4 		$9.11M Buy
290,363
+15,305
+6% +$470K 0.18% 115
2024
Q3 		$8.01M Buy
275,058
+199,098
+262% +$5.82M 0.17% 119
2024
Q2 		$2.2M Sell
75,960
-3,812
-5% -$109K 0.05% 225
2024
Q1 		$2.33M Sell
79,772
-5,080
-6% -$139K 0.06% 222
2023
Q4 		$2.27M Buy
84,852
+11,159
+15% +$297K 0.06% 213
2023
Q3 		$2.02M Buy
73,693
+34,180
+87% +$914K 0.06% 216
2023
Q2 		$1.04M Buy
39,513
+12,559
+47% +$328K 0.03% 258
2023
Q1 		$698K Buy
26,954
+2,949
+12% +$75.8K 0.03% 277
2022
Q4 		$579K Buy
+24,005
New +$591K 0.02% 261

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

Foundations Investment Advisors's EPD Position: Q2 2026 in Review

Foundations Investment Advisors increased its Enterprise Products Partners (EPD) stake by 4.5% in Q2 2026, buying an estimated $443K and bringing the position to 270,583 shares worth $9.95M. The position accounts for 0.1% of the portfolio, ranked #172.

Foundations Investment Advisors first reported a position in EPD in Q4 2022 and has held it in 15 quarters since. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Foundations Investment Advisors held 270,583 shares of Enterprise Products Partners worth $9.95M as of Q2 2026.
  • Foundations Investment Advisors bought 11,730 Enterprise Products Partners shares in Q2 2026, an estimated $443K.
  • Enterprise Products Partners made up 0.1% of Foundations Investment Advisors's portfolio in Q2 2026, its #172 holding.
  • Foundations Investment Advisors first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 15 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.