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Kapstone Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Kapstone Financial 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 		$223K Hold
6,060
– – 0.09% 154
2026
Q1 		$229K Buy
+6,060
New +$214K 0.11% 125
2025
Q3 		– Sell
-6,624
Closed -$205K – 124
2025
Q2 		$205K Hold
6,624
– – 0.1% 107
2025
Q1 		$226K Hold
6,624
– – 0.13% 93
2024
Q4 		$223K Buy
+6,624
New +$203K 0.12% 98

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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

Kapstone Financial Advisors's EPD Position: Q2 2026 in Review

Kapstone Financial Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 6,060 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #154.

Kapstone Financial Advisors first reported a position in EPD in Q4 2024 and has held it in 5 quarters since. The position peaked at $229K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Kapstone Financial Advisors held 6,060 shares of Enterprise Products Partners worth $223K as of Q2 2026.
  • Kapstone Financial Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.09% of Kapstone Financial Advisors's portfolio in Q2 2026, its #154 holding.
  • Kapstone Financial Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 5 quarters since.
  • Kapstone Financial Advisors's Enterprise Products Partners position peaked at $229K in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.