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

ORBA 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	$415K	Sell	11,295 -11,264	-50%	-$425K	0.36%	58
2026 Q1	$854K	Hold	22,559	–	–	1.02%	31
2025 Q4	$723K	Hold	22,559	–	–	0.63%	41
2025 Q3	$705K	Sell	22,559 -112	-0.5%	-$3.53K	0.58%	39
2025 Q2	$703K	Buy	22,671 +10,764	+90%	+$335K	0.64%	38
2025 Q1	$407K	Hold	11,907	–	–	0.21%	71
2024 Q4	$373K	Sell	11,907 -2,857	-19%	-$87.8K	0.2%	73
2024 Q3	$430K	Buy	14,764 +34	+0.2%	+$993	0.22%	73
2024 Q2	$427K	Hold	14,730	–	–	0.22%	70
2024 Q1	$430K	Buy	14,730 +466	+3%	+$12.8K	0.24%	68
2023 Q4	$376K	Buy	+14,264	New	+$380K	0.23%	66

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

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

ORBA Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 50% in Q2 2026, selling an estimated $425K and leaving 11,295 shares worth $415K. The position accounts for 0.36% of the portfolio, ranked #58.

ORBA Wealth Advisors first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $854K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

ORBA Wealth Advisors held 11,295 shares of Enterprise Products Partners worth $415K as of Q2 2026.
ORBA Wealth Advisors sold 11,264 Enterprise Products Partners shares in Q2 2026, an estimated $425K.
Enterprise Products Partners made up 0.36% of ORBA Wealth Advisors's portfolio in Q2 2026, its #58 holding.
ORBA Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
ORBA Wealth Advisors's Enterprise Products Partners position peaked at $854K in Q1 2026.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on ORBA Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.