Kingswood Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Kingswood Wealth 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	$803K	Sell	21,839 -767	-3%	-$28.9K	0.03%	468
2026 Q1	$855K	Sell	22,606 -1,032	-4%	-$36.5K	0.04%	408
2025 Q4	$758K	Buy	23,638 +1,906	+9%	+$60.3K	0.04%	410
2025 Q3	$680K	Buy	21,732 +3,649	+20%	+$115K	0.04%	398
2025 Q2	$561K	Sell	18,083 -1,058	-6%	-$33K	0.04%	383
2025 Q1	$654K	Sell	19,141 -6,111	-24%	-$204K	0.06%	334
2024 Q4	$792K	Buy	25,252 +2,902	+13%	+$89.1K	0.06%	323
2024 Q3	$651K	Buy	22,350 +1,420	+7%	+$41.5K	0.05%	389
2024 Q2	$607K	Buy	20,930 +3,464	+20%	+$99.3K	0.05%	338
2024 Q1	$510K	Buy	+17,466	New	+$480K	0.06%	341
2023 Q3	–	Sell	-8,524	Closed	-$225K	–	445
2023 Q2	$225K	Buy	+8,524	New	+$223K	0.07%	235

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

Kingswood Wealth Advisors's EPD Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 3.4% in Q2 2026, selling an estimated $28.9K and leaving 21,839 shares worth $803K. The position accounts for 0.03% of the portfolio, ranked #468.

Kingswood Wealth Advisors first reported a position in EPD in Q2 2023 and has held it in 11 quarters since. The position peaked at $855K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Kingswood Wealth Advisors held 21,839 shares of Enterprise Products Partners worth $803K as of Q2 2026.
Kingswood Wealth Advisors sold 767 Enterprise Products Partners shares in Q2 2026, an estimated $28.9K.
Enterprise Products Partners made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #468 holding.
Kingswood Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2023 and has held it in 11 quarters since.
Kingswood Wealth Advisors's Enterprise Products Partners position peaked at $855K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.