IWA
EPD icon

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

Icon 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 		$12.6M Sell
343,606
-58,905
-15% -$2.22M 0.76% 31
2026
Q1 		$15.6M Sell
402,511
-54,626
-12% -$1.93M 1.01% 25
2025
Q4 		$14.6M Sell
457,137
-76,767
-14% -$2.43M 0.98% 27
2025
Q3 		$16.7M Sell
533,904
-10,359
-2% -$327K 1.13% 22
2025
Q2 		$16.9M Buy
544,263
+80,592
+17% +$2.51M 1.2% 22
2025
Q1 		$15.8M Sell
463,671
-39,677
-8% -$1.32M 1.3% 16
2024
Q4 		$15.8M Sell
503,348
-76,451
-13% -$2.35M 1.3% 18
2024
Q3 		$16.9M Sell
579,799
-5,918
-1% -$173K 1.4% 16
2024
Q2 		$16.9M Buy
585,717
+40,796
+7% +$1.17M 1.5% 13
2024
Q1 		$15.9M Buy
544,921
+103,810
+24% +$2.85M 1.48% 14
2023
Q4 		$11.6M Buy
+441,111
New +$11.8M 1.21% 17
2022
Q4 		$10.5M Sell
437,060
-29,046
-6% -$715K 1.21% 14
2022
Q3 		$11.1M Buy
+466,106
New +$12M 1.35% 14

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

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

Icon Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 15% in Q2 2026, selling an estimated $2.22M and leaving 343,606 shares worth $12.6M. The position accounts for 0.76% of the portfolio, ranked #31.

Icon Wealth Advisors first reported a position in EPD in Q3 2022 and has held it in 13 quarters since. The position peaked at $16.9M in Q2 2024. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Icon Wealth Advisors held 343,606 shares of Enterprise Products Partners worth $12.6M as of Q2 2026.
  • Icon Wealth Advisors sold 58,905 Enterprise Products Partners shares in Q2 2026, an estimated $2.22M.
  • Enterprise Products Partners made up 0.76% of Icon Wealth Advisors's portfolio in Q2 2026, its #31 holding.
  • Icon Wealth Advisors first reported a position in Enterprise Products Partners in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's Enterprise Products Partners position peaked at $16.9M in Q2 2024.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.