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

Mission 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 		$1.73M Buy
47,100
+14,827
+46% +$559K 0.02% 341
2026
Q1 		$1.22M Sell
32,273
-75
-0.2% -$2.65K 0.03% 293
2025
Q4 		$1.04M Buy
32,348
+328
+1% +$10.4K 0.02% 329
2025
Q3 		$1M Buy
32,020
+7,036
+28% +$222K 0.02% 332
2025
Q2 		$775K Buy
24,984
+399
+2% +$12.4K 0.02% 374
2025
Q1 		$839K Sell
24,585
-7,871
-24% -$262K 0.02% 344
2024
Q4 		$1.02M Buy
32,456
+8,052
+33% +$247K 0.02% 286
2024
Q3 		$710K Sell
24,404
-1,120
-4% -$32.7K 0.02% 360
2024
Q2 		$740K Buy
25,524
+4,834
+23% +$139K 0.02% 329
2024
Q1 		$604K Buy
20,690
+103
+0.5% +$2.83K 0.02% 391
2023
Q4 		$542K Buy
20,587
+1,181
+6% +$31.5K 0.02% 355
2023
Q3 		$531K Buy
+19,406
New +$519K 0.02% 330
2023
Q2 		– Sell
-59,443
Closed -$1.54M – 556
2023
Q1 		$1.54M Sell
59,443
-27,400
-32% -$704K 0.06% 162
2022
Q4 		$2.09M Buy
86,843
+29,000
+50% +$714K 0.1% 124
2022
Q3 		$1.38M Hold
57,843
– – 0.07% 144
2022
Q2 		$1.41M Buy
57,843
+1,099
+2% +$28.9K 0.07% 144
2022
Q1 		$1.47M Buy
56,744
+1
+0% +$24 0.07% 141
2021
Q4 		$1.25M Buy
56,743
+206
+0.4% +$4.62K 0.06% 170
2021
Q3 		$1.22M Buy
+56,537
New +$1.28M 0.06% 156
2020
Q1 		– Sell
-8,893
Closed -$250K – 316
2019
Q4 		$250K Hold
8,893
– – 0.02% 284
2019
Q3 		$254K Hold
8,893
– – 0.03% 267
2019
Q2 		$257K Buy
+8,893
New +$256K 0.03% 256
2019
Q1 		– Hold
0
– – – 257
2018
Q4 		– Hold
0
– – – 227
2018
Q1 		– Hold
0
– – – 183
2017
Q4 		– Hold
0
– – – 161
2017
Q3 		– Sell
-18,493
Closed -$489K – 100
2017
Q2 		$501K Buy
+18,493
New +$501K 0.1% 98
2017
Q1 		– Hold
0
– – – 96
2016
Q4 		– Sell
-18,493
Closed -$482K – 94
2016
Q3 		$511K Hold
18,493
– – 0.12% 87
2016
Q2 		$541K Buy
+18,493
New +$496K 0.14% 75

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

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

Mission Wealth Management increased its Enterprise Products Partners (EPD) stake by 46% in Q2 2026, buying an estimated $559K and bringing the position to 47,100 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #341.

Mission Wealth Management first reported a position in EPD in Q2 2016 and has held it in 25 quarters since. The position peaked at $2.09M in Q4 2022. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Mission Wealth Management held 47,100 shares of Enterprise Products Partners worth $1.73M as of Q2 2026.
  • Mission Wealth Management bought 14,827 Enterprise Products Partners shares in Q2 2026, an estimated $559K.
  • Enterprise Products Partners made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #341 holding.
  • Mission Wealth Management first reported a position in Enterprise Products Partners in Q2 2016 and has held it in 25 quarters since.
  • Mission Wealth Management's Enterprise Products Partners position peaked at $2.09M in Q4 2022.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.