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

Mindset 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 		$226K Sell
6,146
-700
-10% -$26.4K 0.04% 168
2026
Q1 		$259K Hold
6,846
– – 0.07% 139
2025
Q4 		$219K Hold
6,846
– – 0.06% 164
2025
Q3 		$214K Buy
+6,846
New +$216K 0.06% 162

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

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

Mindset Wealth Management reduced its Enterprise Products Partners (EPD) stake by 10% in Q2 2026, selling an estimated $26.4K and leaving 6,146 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #168.

Mindset Wealth Management first reported a position in EPD in Q3 2025 and has held it in 4 quarters since. The position peaked at $259K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Mindset Wealth Management held 6,146 shares of Enterprise Products Partners worth $226K as of Q2 2026.
  • Mindset Wealth Management sold 700 Enterprise Products Partners shares in Q2 2026, an estimated $26.4K.
  • Enterprise Products Partners made up 0.04% of Mindset Wealth Management's portfolio in Q2 2026, its #168 holding.
  • Mindset Wealth Management first reported a position in Enterprise Products Partners in Q3 2025 and has held it in 4 quarters since.
  • Mindset Wealth Management's Enterprise Products Partners position peaked at $259K in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.