Holistic Planning’s Enterprise Products Partners EPD Stock Holding History

Holistic 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	$513K	Hold	13,957	–	–	0.08%	201
2026 Q1	$528K	Buy	13,957 +1	+0%	+$35	0.11%	173
2025 Q4	$447K	Hold	13,956	–	–	0.1%	175
2025 Q3	$436K	Buy	13,956 +3,204	+30%	+$101K	0.11%	144
2025 Q2	$333K	Buy	10,752 +188	+2%	+$5.86K	0.1%	161
2025 Q1	$361K	Buy	10,564 +1,841	+21%	+$61.3K	0.12%	121
2024 Q4	$274K	Hold	8,723	–	–	0.1%	141
2024 Q3	$254K	Buy	8,723 +628	+8%	+$18.3K	0.11%	134
2024 Q2	$236K	Hold	8,095	–	–	0.18%	103
2024 Q1	$236K	Sell	8,095 -484	-6%	-$13.3K	0.18%	103
2023 Q4	$226K	Buy	+8,579	New	+$229K	0.19%	110

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

Holistic Planning's EPD Position: Q2 2026 in Review

Holistic Planning held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 13,957 shares worth $513K. The position accounts for 0.08% of the portfolio, ranked #201.

Holistic Planning first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $528K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Holistic Planning held 13,957 shares of Enterprise Products Partners worth $513K as of Q2 2026.
Holistic Planning left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #201 holding.
Holistic Planning first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Holistic Planning's Enterprise Products Partners position peaked at $528K in Q1 2026.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.