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Marietta Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Marietta Wealth Management’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 		$780K Hold
21,208
– – 0.08% 94
2026
Q1 		$802K Buy
+21,208
New +$751K 0.1% 95

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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

Marietta Wealth Management's EPD Position: Q2 2026 in Review

Marietta Wealth Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 21,208 shares worth $780K. The position accounts for 0.08% of the portfolio, ranked #94.

Marietta Wealth Management first reported a position in EPD in Q1 2026 and has held it in 2 quarters since. The position peaked at $802K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Marietta Wealth Management held 21,208 shares of Enterprise Products Partners worth $780K as of Q2 2026.
  • Marietta Wealth Management left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.08% of Marietta Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Marietta Wealth Management first reported a position in Enterprise Products Partners in Q1 2026 and has held it in 2 quarters since.
  • Marietta Wealth Management's Enterprise Products Partners position peaked at $802K in Q1 2026.
  • 1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.