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Harbor Asset Planning’s Enterprise Products Partners EPD Stock Holding History

Harbor Asset Planning’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 		$20.9K Hold
568
– – 0.02% 304
2026
Q1 		$21.5K Hold
568
– – 0.02% 293
2025
Q4 		$18.2K Hold
568
– – 0.02% 300
2025
Q3 		$17.8K Hold
568
– – 0.02% 291
2025
Q2 		$17.6K Buy
+568
New +$17.7K 0.02% 287

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

Harbor Asset Planning's EPD Position: Q2 2026 in Review

Harbor Asset Planning held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 568 shares worth $20.9K. The position accounts for 0.02% of the portfolio, ranked #304.

Harbor Asset Planning first reported a position in EPD in Q2 2025 and has held it in 5 quarters since. The position peaked at $21.5K in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Harbor Asset Planning held 568 shares of Enterprise Products Partners worth $20.9K as of Q2 2026.
  • Harbor Asset Planning left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.02% of Harbor Asset Planning's portfolio in Q2 2026, its #304 holding.
  • Harbor Asset Planning first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 5 quarters since.
  • Harbor Asset Planning's Enterprise Products Partners position peaked at $21.5K in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.