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Insight Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Insight Wealth Partners’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 		$299K Sell
8,145
-500
-6% -$18.9K 0.04% 110
2026
Q1 		$327K Buy
8,645
+481
+6% +$17K 0.05% 94
2025
Q4 		$262K Buy
8,164
+450
+6% +$14.2K 0.04% 100
2025
Q3 		$241K Buy
7,714
+1,150
+18% +$36.3K 0.07% 104
2025
Q2 		$204K Buy
+6,564
New +$204K 0.08% 106

Other funds holding EPD

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Invesco
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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

Insight Wealth Partners's EPD Position: Q2 2026 in Review

Insight Wealth Partners reduced its Enterprise Products Partners (EPD) stake by 5.8% in Q2 2026, selling an estimated $18.9K and leaving 8,145 shares worth $299K. The position accounts for 0.04% of the portfolio, ranked #110.

Insight Wealth Partners first reported a position in EPD in Q2 2025 and has held it in 5 quarters since. The position peaked at $327K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Insight Wealth Partners held 8,145 shares of Enterprise Products Partners worth $299K as of Q2 2026.
  • Insight Wealth Partners sold 500 Enterprise Products Partners shares in Q2 2026, an estimated $18.9K.
  • Enterprise Products Partners made up 0.04% of Insight Wealth Partners's portfolio in Q2 2026, its #110 holding.
  • Insight Wealth Partners first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 5 quarters since.
  • Insight Wealth Partners's Enterprise Products Partners position peaked at $327K in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Insight Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.