Jamison Private Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Jamison Private 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	$1.44M	Sell	39,047 -987	-2%	-$37.2K	0.14%	108
2026 Q1	$1.51M	Buy	40,034 +570	+1%	+$20.2K	0.18%	100
2025 Q4	$1.27M	Buy	39,464 +78	+0.2%	+$2.47K	0.15%	111
2025 Q3	$1.23M	Buy	39,386 +78	+0.2%	+$2.46K	0.16%	106
2025 Q2	$1.22M	Buy	39,308 +75	+0.2%	+$2.34K	0.18%	96
2025 Q1	$1.34M	Sell	39,233 -4,998	-11%	-$166K	0.2%	95
2024 Q4	$1.39M	Buy	44,231 +74	+0.2%	+$2.27K	0.2%	95
2024 Q3	$1.29M	Buy	44,157 +77	+0.2%	+$2.25K	0.2%	95
2024 Q2	$1.28M	Buy	44,080 +75	+0.2%	+$2.15K	0.21%	90
2024 Q1	$1.28M	Buy	44,005 +4,353	+11%	+$120K	0.22%	86
2023 Q4	$1.04M	Sell	39,652 -1,746	-4%	-$46.5K	0.2%	95
2023 Q3	$1.13M	Buy	+41,398	New	+$1.11M	0.23%	83

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

Jamison Private Wealth Management's EPD Position: Q2 2026 in Review

Jamison Private Wealth Management reduced its Enterprise Products Partners (EPD) stake by 2.5% in Q2 2026, selling an estimated $37.2K and leaving 39,047 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #108.

Jamison Private Wealth Management first reported a position in EPD in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.51M in Q1 2026. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Jamison Private Wealth Management held 39,047 shares of Enterprise Products Partners worth $1.44M as of Q2 2026.
Jamison Private Wealth Management sold 987 Enterprise Products Partners shares in Q2 2026, an estimated $37.2K.
Enterprise Products Partners made up 0.14% of Jamison Private Wealth Management's portfolio in Q2 2026, its #108 holding.
Jamison Private Wealth Management first reported a position in Enterprise Products Partners in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Enterprise Products Partners position peaked at $1.51M in Q1 2026.
1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.