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

Modern 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	$1.01M	Buy	27,465 +4,216	+18%	+$159K	0.01%	524
2026 Q1	$870K	Sell	23,249 -69	-0.3%	-$2.44K	0.01%	451
2025 Q4	$748K	Buy	23,318 +209	+0.9%	+$6.61K	0.01%	462
2025 Q3	$723K	Sell	23,109 -1,326	-5%	-$41.8K	0.01%	442
2025 Q2	$758K	Buy	24,435 +415	+2%	+$12.9K	0.02%	408
2025 Q1	$820K	Sell	24,020 -492	-2%	-$16.4K	0.03%	333
2024 Q4	$769K	Buy	+24,512	New	+$753K	0.03%	298

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

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

Modern Wealth Management increased its Enterprise Products Partners (EPD) stake by 18% in Q2 2026, buying an estimated $159K and bringing the position to 27,465 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #524.

Modern Wealth Management first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Modern Wealth Management held 27,465 shares of Enterprise Products Partners worth $1.01M as of Q2 2026.
Modern Wealth Management bought 4,216 Enterprise Products Partners shares in Q2 2026, an estimated $159K.
Enterprise Products Partners made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #524 holding.
Modern Wealth Management first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.