Harmony Asset Management’s Enterprise Products Partners EPD Stock Holding History

Harmony Asset 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	$292K	Sell	7,936 -124	-2%	-$4.68K	0.08%	169
2026 Q1	$305K	Sell	8,060 -107	-1%	-$3.79K	0.09%	156
2025 Q4	$262K	Sell	8,167 -21	-0.3%	-$664	0.09%	154
2025 Q3	$256K	Buy	8,188 +7	+0.1%	+$221	0.09%	149
2025 Q2	$254K	Sell	8,181 -699	-8%	-$21.8K	0.1%	148
2025 Q1	$303K	Buy	8,880 +6	+0.1%	+$200	0.13%	134
2024 Q4	$278K	Sell	8,874 -38	-0.4%	-$1.17K	0.11%	141
2024 Q3	$259K	Buy	8,912 +304	+4%	+$8.88K	0.1%	144
2024 Q2	$249K	Sell	8,608 -140	-2%	-$4.01K	0.1%	143
2024 Q1	$255K	Sell	8,748 -252	-3%	-$6.92K	0.11%	133
2023 Q4	$237K	Buy	+9,000	New	+$240K	0.1%	122

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

Harmony Asset Management's EPD Position: Q2 2026 in Review

Harmony Asset Management reduced its Enterprise Products Partners (EPD) stake by 1.5% in Q2 2026, selling an estimated $4.68K and leaving 7,936 shares worth $292K. The position accounts for 0.08% of the portfolio, ranked #169.

Harmony Asset Management first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $305K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Harmony Asset Management held 7,936 shares of Enterprise Products Partners worth $292K as of Q2 2026.
Harmony Asset Management sold 124 Enterprise Products Partners shares in Q2 2026, an estimated $4.68K.
Enterprise Products Partners made up 0.08% of Harmony Asset Management's portfolio in Q2 2026, its #169 holding.
Harmony Asset Management first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Harmony Asset Management's Enterprise Products Partners position peaked at $305K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Harmony Asset Management's 13F filing for Q2 2026, filed 20 Jul 2026.