Opal Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Opal Wealth 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	–	Sell	-2,447	Closed	-$92.6K	–	346
2026 Q1	$92.6K	Buy	+2,447	New	+$86.6K	0.02%	291
2025 Q3	–	Sell	-3,047	Closed	-$94.5K	–	311
2025 Q2	$94.5K	Hold	3,047	–	–	0.03%	280
2025 Q1	$104K	Buy	+3,047	New	+$101K	0.03%	266
2024 Q3	–	Sell	-1,937	Closed	-$56.1K	–	499
2024 Q2	$56.1K	Buy	+1,937	New	+$55.5K	0.02%	341

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

Opal Wealth Advisors's EPD Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 2,447 shares — an estimated $92.6K sold.

Opal Wealth Advisors first reported a position in EPD in Q2 2024 and held it in 4 quarters. The position peaked at $104K in Q1 2025. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Opal Wealth Advisors reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 2,447 Enterprise Products Partners shares in Q2 2026, an estimated $92.6K.
Opal Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2024 and held it in 4 quarters.
Opal Wealth Advisors's Enterprise Products Partners position peaked at $104K in Q1 2025.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

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