Golden State Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Golden State Wealth 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	$170K	Buy	4,622 +814	+21%	+$30.7K	0.02%	445
2026 Q1	$144K	Sell	3,808 -3,280	-46%	-$116K	0.02%	432
2025 Q4	$227K	Buy	7,088 +6	+0.1%	+$190	0.02%	373
2025 Q3	$221K	Buy	7,082 +57	+0.8%	+$1.8K	0.02%	362
2025 Q2	$218K	Buy	7,025 +2,973	+73%	+$92.6K	0.03%	347
2025 Q1	$138K	Buy	4,052 +259	+7%	+$8.63K	0.02%	383
2024 Q4	$119K	Buy	+3,793	New	+$117K	0.02%	399
2020 Q4	–	Sell	-6,480	Closed	-$102K	–	285
2020 Q3	$102K	Buy	+6,480	New	+$114K	0.03%	256
2020 Q2	–	Sell	-8,576	Closed	-$123K	–	389
2020 Q1	$123K	Buy	+8,576	New	+$199K	0.05%	222
2019 Q4	–	Sell	-6,992	Closed	-$200K	–	301
2019 Q3	$200K	Buy	6,992 +16	+0.2%	+$466	0.07%	204
2019 Q2	$201K	Sell	6,976 -325	-4%	-$9.37K	0.06%	226
2019 Q1	$212K	Buy	+7,301	New	+$204K	0.07%	218

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

Golden State Wealth Management's EPD Position: Q2 2026 in Review

Golden State Wealth Management increased its Enterprise Products Partners (EPD) stake by 21% in Q2 2026, buying an estimated $30.7K and bringing the position to 4,622 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #445.

Golden State Wealth Management first reported a position in EPD in Q1 2019 and has held it in 12 quarters since. The position peaked at $227K in Q4 2025. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Golden State Wealth Management held 4,622 shares of Enterprise Products Partners worth $170K as of Q2 2026.
Golden State Wealth Management bought 814 Enterprise Products Partners shares in Q2 2026, an estimated $30.7K.
Enterprise Products Partners made up 0.02% of Golden State Wealth Management's portfolio in Q2 2026, its #445 holding.
Golden State Wealth Management first reported a position in Enterprise Products Partners in Q1 2019 and has held it in 12 quarters since.
Golden State Wealth Management's Enterprise Products Partners position peaked at $227K in Q4 2025.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.