Morey & Quinn Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Morey & Quinn Wealth Partners’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	$1.97M	Sell	53,482 -6,256	-10%	-$236K	1.26%	18
2026 Q1	$2.26M	Sell	59,738 -340	-0.6%	-$12K	1.61%	14
2025 Q4	$1.93M	Sell	60,078 -2,000	-3%	-$63.2K	1.38%	16
2025 Q3	$1.94M	Sell	62,078 -320	-0.5%	-$10.1K	1.43%	16
2025 Q2	$1.93M	Sell	62,398 -4,625	-7%	-$144K	1.55%	15
2025 Q1	$2.29M	Buy	67,023 +2,125	+3%	+$70.8K	1.89%	12
2024 Q4	$2.04M	Buy	+64,898	New	+$1.99M	1.73%	13

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

Morey & Quinn Wealth Partners's EPD Position: Q2 2026 in Review

Morey & Quinn Wealth Partners reduced its Enterprise Products Partners (EPD) stake by 10% in Q2 2026, selling an estimated $236K and leaving 53,482 shares worth $1.97M. The position accounts for 1.26% of the portfolio, ranked #18.

Morey & Quinn Wealth Partners first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.29M in Q1 2025. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Morey & Quinn Wealth Partners held 53,482 shares of Enterprise Products Partners worth $1.97M as of Q2 2026.
Morey & Quinn Wealth Partners sold 6,256 Enterprise Products Partners shares in Q2 2026, an estimated $236K.
Enterprise Products Partners made up 1.26% of Morey & Quinn Wealth Partners's portfolio in Q2 2026, its #18 holding.
Morey & Quinn Wealth Partners first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
Morey & Quinn Wealth Partners's Enterprise Products Partners position peaked at $2.29M in Q1 2025.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.