Legacy Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Legacy Advisory 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	$290K	Sell	7,897 -764	-9%	-$28.8K	0.2%	43
2026 Q1	$328K	Buy	8,661 +783	+10%	+$27.7K	0.25%	40
2025 Q4	$253K	Hold	7,878	–	–	0.19%	41
2025 Q3	$246K	Hold	7,878	–	–	0.19%	45
2025 Q2	$244K	Sell	7,878 -726	-8%	-$22.6K	0.19%	42
2025 Q1	$294K	Buy	+8,604	New	+$287K	0.25%	43

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

Legacy Advisory Services's EPD Position: Q2 2026 in Review

Legacy Advisory Services reduced its Enterprise Products Partners (EPD) stake by 8.8% in Q2 2026, selling an estimated $28.8K and leaving 7,897 shares worth $290K. The position accounts for 0.2% of the portfolio, ranked #43.

Legacy Advisory Services first reported a position in EPD in Q1 2025 and has held it in 6 quarters since. The position peaked at $328K in Q1 2026. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Legacy Advisory Services held 7,897 shares of Enterprise Products Partners worth $290K as of Q2 2026.
Legacy Advisory Services sold 764 Enterprise Products Partners shares in Q2 2026, an estimated $28.8K.
Enterprise Products Partners made up 0.2% of Legacy Advisory Services's portfolio in Q2 2026, its #43 holding.
Legacy Advisory Services first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 6 quarters since.
Legacy Advisory Services's Enterprise Products Partners position peaked at $328K in Q1 2026.
1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.