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Mosaic Family Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Mosaic Family 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 		$1.26M Buy
34,323
+8,787
+34% +$332K 0.08% 191
2026
Q1 		$966K Sell
25,536
-5,210
-17% -$184K 0.1% 114
2025
Q4 		$986K Sell
30,746
-1,156
-4% -$36.6K 0.11% 97
2025
Q3 		$997K Sell
31,902
-533
-2% -$16.8K 0.12% 88
2025
Q2 		$1.01M Sell
32,435
-209
-0.6% -$6.51K 0.13% 82
2025
Q1 		$1.11M Buy
32,644
+16
+0% +$533 0.16% 68
2024
Q4 		$1.02M Sell
32,628
-733
-2% -$22.5K 0.15% 76
2024
Q3 		$971K Sell
33,361
-2,886
-8% -$84.3K 0.14% 83
2024
Q2 		$1.05M Sell
36,247
-213
-0.6% -$6.11K 0.17% 69
2024
Q1 		$1.06M Buy
36,460
+407
+1% +$11.2K 0.18% 64
2023
Q4 		$950K Buy
36,053
+18
+0% +$480 0.16% 72
2023
Q3 		$986K Buy
36,035
+17
+0% +$455 0.2% 55
2023
Q2 		$949K Buy
36,018
+16
+0% +$418 0.19% 66
2023
Q1 		$932K Sell
36,002
-1,038
-3% -$26.7K 0.2% 66
2022
Q4 		$893K Buy
+37,040
New +$912K 0.25% 65

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

Mosaic Family Wealth Partners's EPD Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Enterprise Products Partners (EPD) stake by 34% in Q2 2026, buying an estimated $332K and bringing the position to 34,323 shares worth $1.26M. The position accounts for 0.08% of the portfolio, ranked #191.

Mosaic Family Wealth Partners first reported a position in EPD in Q4 2022 and has held it in 15 quarters since. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Mosaic Family Wealth Partners held 34,323 shares of Enterprise Products Partners worth $1.26M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 8,787 Enterprise Products Partners shares in Q2 2026, an estimated $332K.
  • Enterprise Products Partners made up 0.08% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #191 holding.
  • Mosaic Family Wealth Partners first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 15 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.