Milestone Asset Management’s Enterprise Products Partners EPD Stock Holding History

Milestone Asset 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	$716K	Sell	19,469 -20,726	-52%	-$782K	0.11%	160
2026 Q1	$1.52M	Sell	40,195 -4,963	-11%	-$176K	0.28%	86
2025 Q4	$1.45M	Sell	45,158 -11,783	-21%	-$373K	0.27%	71
2025 Q3	$1.78M	Buy	56,941 +8,613	+18%	+$272K	0.34%	59
2025 Q2	$1.5M	Buy	48,328 +13,935	+41%	+$434K	0.32%	61
2025 Q1	$1.17M	Buy	34,393 +9,024	+36%	+$301K	0.25%	80
2024 Q4	$796K	Buy	25,369 +5,873	+30%	+$180K	0.18%	126
2024 Q3	$568K	Buy	19,496 +102	+0.5%	+$2.98K	0.13%	129
2024 Q2	$562K	Buy	19,394 +1,259	+7%	+$36.1K	0.14%	122
2024 Q1	$529K	Buy	+18,135	New	+$498K	0.15%	103

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

Milestone Asset Management's EPD Position: Q2 2026 in Review

Milestone Asset Management reduced its Enterprise Products Partners (EPD) stake by 52% in Q2 2026, selling an estimated $782K and leaving 19,469 shares worth $716K. The position accounts for 0.11% of the portfolio, ranked #160.

Milestone Asset Management first reported a position in EPD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.78M in Q3 2025. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Milestone Asset Management held 19,469 shares of Enterprise Products Partners worth $716K as of Q2 2026.
Milestone Asset Management sold 20,726 Enterprise Products Partners shares in Q2 2026, an estimated $782K.
Enterprise Products Partners made up 0.11% of Milestone Asset Management's portfolio in Q2 2026, its #160 holding.
Milestone Asset Management first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 10 quarters since.
Milestone Asset Management's Enterprise Products Partners position peaked at $1.78M in Q3 2025.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.