Keystone Wealth Services’s Enterprise Products Partners EPD Stock Holding History

Keystone Wealth Services’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	$497K	Buy	13,525 +138	+1%	+$5.21K	0.09%	201
2026 Q1	$507K	Buy	13,387 +144	+1%	+$5.1K	0.11%	187
2025 Q4	$425K	Sell	13,243 -100	-0.7%	-$3.16K	0.09%	164
2025 Q3	$417K	Sell	13,343 -155	-1%	-$4.89K	0.09%	204
2025 Q2	$419K	Sell	13,498 -439	-3%	-$13.7K	0.1%	194
2025 Q1	$476K	Buy	13,937 +349	+3%	+$11.6K	0.13%	155
2024 Q4	$426K	Sell	13,588 -801	-6%	-$24.6K	0.11%	161
2024 Q3	$419K	Buy	+14,389	New	+$420K	0.12%	163

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

Keystone Wealth Services's EPD Position: Q2 2026 in Review

Keystone Wealth Services increased its Enterprise Products Partners (EPD) stake by 1% in Q2 2026, buying an estimated $5.21K and bringing the position to 13,525 shares worth $497K. The position accounts for 0.09% of the portfolio, ranked #201.

Keystone Wealth Services first reported a position in EPD in Q3 2024 and has held it in 8 quarters since. The position peaked at $507K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Keystone Wealth Services held 13,525 shares of Enterprise Products Partners worth $497K as of Q2 2026.
Keystone Wealth Services bought 138 Enterprise Products Partners shares in Q2 2026, an estimated $5.21K.
Enterprise Products Partners made up 0.09% of Keystone Wealth Services's portfolio in Q2 2026, its #201 holding.
Keystone Wealth Services first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 8 quarters since.
Keystone Wealth Services's Enterprise Products Partners position peaked at $507K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

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