IFWM
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Institute for Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Institute for Wealth 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 		$224K Buy
6,085
+40
+0.7% +$1.51K 0.02% 489
2026
Q1 		$229K Buy
+6,045
New +$214K 0.02% 492
2025
Q4 		– Sell
-8,084
Closed -$253K – 556
2025
Q3 		$253K Sell
8,084
-143
-2% -$4.51K 0.03% 498
2025
Q2 		$255K Buy
8,227
+32
+0.4% +$997 0.03% 480
2025
Q1 		$280K Buy
8,195
+57
+0.7% +$1.9K 0.04% 429
2024
Q4 		$255K Sell
8,138
-109
-1% -$3.35K 0.03% 436
2024
Q3 		$240K Buy
8,247
+611
+8% +$17.8K 0.03% 475
2024
Q2 		$221K Hold
7,636
– – 0.03% 451
2024
Q1 		$223K Hold
7,636
– – 0.03% 459
2023
Q4 		$201K Buy
+7,636
New +$203K 0.03% 464
2019
Q3 		– Sell
-16,099
Closed -$465K – 441
2019
Q2 		$465K Buy
16,099
+12
+0.1% +$346 0.1% 265
2019
Q1 		$468K Buy
+16,087
New +$449K 0.1% 253
2018
Q4 		– Sell
-15,663
Closed -$446K – 288
2018
Q3 		$446K Sell
15,663
-989
-6% -$28.6K 0.15% 168
2018
Q2 		$464K Sell
16,652
-673
-4% -$18.4K 0.15% 172
2018
Q1 		$465K Buy
+17,325
New +$461K 0.14% 203
2017
Q4 		– Sell
-19,081
Closed -$496K – 402
2017
Q3 		$496K Buy
19,081
+980
+5% +$25.9K 0.16% 184
2017
Q2 		$491K Buy
+18,101
New +$490K 0.14% 228

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

Institute for Wealth Management's EPD Position: Q2 2026 in Review

Institute for Wealth Management increased its Enterprise Products Partners (EPD) stake by 0.66% in Q2 2026, buying an estimated $1.51K and bringing the position to 6,085 shares worth $224K. The position accounts for 0.02% of the portfolio, ranked #489.

Institute for Wealth Management first reported a position in EPD in Q2 2017 and has held it in 17 quarters since. The position peaked at $496K in Q3 2017. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Institute for Wealth Management held 6,085 shares of Enterprise Products Partners worth $224K as of Q2 2026.
  • Institute for Wealth Management bought 40 Enterprise Products Partners shares in Q2 2026, an estimated $1.51K.
  • Enterprise Products Partners made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #489 holding.
  • Institute for Wealth Management first reported a position in Enterprise Products Partners in Q2 2017 and has held it in 17 quarters since.
  • Institute for Wealth Management's Enterprise Products Partners position peaked at $496K in Q3 2017.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.