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Mountain Capital Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Mountain Capital Investment Advisors’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 		$264K Buy
7,182
+148
+2% +$5.58K 0.04% 71
2026
Q1 		$269K Buy
7,034
+70
+1% +$2.48K 0.04% 64
2025
Q4 		$230K Buy
6,964
+75
+1% +$2.37K 0.04% 75
2025
Q3 		$215K Buy
6,889
+74
+1% +$2.33K 0.04% 74
2025
Q2 		$212K Sell
6,815
-100
-1% -$3.12K 0.04% 60
2025
Q1 		$216K Buy
6,915
+239
+4% +$7.96K 0.05% 54
2024
Q4 		$224K Buy
+6,676
New +$205K 0.05% 49

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

Mountain Capital Investment Advisors's EPD Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its Enterprise Products Partners (EPD) stake by 2.1% in Q2 2026, buying an estimated $5.58K and bringing the position to 7,182 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #71.

Mountain Capital Investment Advisors first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $269K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Mountain Capital Investment Advisors held 7,182 shares of Enterprise Products Partners worth $264K as of Q2 2026.
  • Mountain Capital Investment Advisors bought 148 Enterprise Products Partners shares in Q2 2026, an estimated $5.58K.
  • Enterprise Products Partners made up 0.04% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #71 holding.
  • Mountain Capital Investment Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
  • Mountain Capital Investment Advisors's Enterprise Products Partners position peaked at $269K in Q1 2026.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.