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Legacy Wealth Partners (Colorado)’s Enterprise Products Partners EPD Stock Holding History

Legacy Wealth Partners (Colorado)’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 		– Sell
-15,096
Closed -$571K – 193
2026
Q1 		$571K Hold
15,096
– – 0.14% 88
2025
Q4 		$484K Buy
+15,096
New +$477K 0.13% 100

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TCA
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Fayez Sarofim & Co
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EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
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KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s EPD Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 15,096 shares — an estimated $571K sold.

Legacy Wealth Partners (Colorado) first reported a position in EPD in Q4 2025 and held it in 2 quarters. The position peaked at $571K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Legacy Wealth Partners (Colorado) reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Partners (Colorado) sold 15,096 Enterprise Products Partners shares in Q2 2026, an estimated $571K.
  • Legacy Wealth Partners (Colorado) first reported a position in Enterprise Products Partners in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Partners (Colorado)'s Enterprise Products Partners position peaked at $571K in Q1 2026.
  • 1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.