FSM Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

FSM 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	$1.51M	Sell	41,152 -2,637	-6%	-$99.5K	0.16%	78
2026 Q1	$1.66M	Sell	43,789 -2,394	-5%	-$84.7K	0.21%	63
2025 Q4	$1.48M	Sell	46,183 -10,586	-19%	-$335K	0.2%	65
2025 Q3	$1.78M	Sell	56,769 -468	-0.8%	-$14.8K	0.25%	61
2025 Q2	$1.79M	Sell	57,237 -413	-0.7%	-$12.9K	0.29%	56
2025 Q1	$1.97M	Buy	57,650 +18,938	+49%	+$631K	0.44%	38
2024 Q4	$1.3M	Buy	38,712 +6,014	+18%	+$185K	0.32%	48
2024 Q3	$952K	Buy	32,698 +297	+0.9%	+$8.68K	0.25%	60
2024 Q2	$939K	Sell	32,401 -1,962	-6%	-$56.3K	0.31%	54
2024 Q1	$1M	Sell	34,363 -293	-0.8%	-$8.04K	0.36%	49
2023 Q4	$913K	Buy	34,656 +901	+3%	+$24K	0.39%	49
2023 Q3	$924K	Sell	33,755 -3,966	-11%	-$106K	0.46%	43
2023 Q2	$998K	Sell	37,721 -1,836	-5%	-$48K	0.5%	44
2023 Q1	$1.02M	Buy	39,557 +2,342	+6%	+$60.2K	0.59%	42
2022 Q4	$898K	Buy	37,215 +419	+1%	+$10.3K	0.64%	39
2022 Q3	$875K	Buy	36,796 +944	+3%	+$24.4K	0.73%	40
2022 Q2	$930K	Buy	+35,852	New	+$943K	0.92%	37

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

FSM Wealth Advisors's EPD Position: Q2 2026 in Review

FSM Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 6% in Q2 2026, selling an estimated $99.5K and leaving 41,152 shares worth $1.51M. The position accounts for 0.16% of the portfolio, ranked #78.

FSM Wealth Advisors first reported a position in EPD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.97M in Q1 2025. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

FSM Wealth Advisors held 41,152 shares of Enterprise Products Partners worth $1.51M as of Q2 2026.
FSM Wealth Advisors sold 2,637 Enterprise Products Partners shares in Q2 2026, an estimated $99.5K.
Enterprise Products Partners made up 0.16% of FSM Wealth Advisors's portfolio in Q2 2026, its #78 holding.
FSM Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2022 and has held it in 17 quarters since.
FSM Wealth Advisors's Enterprise Products Partners position peaked at $1.97M in Q1 2025.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.