ORG Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

ORG 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	$2.66M	Buy	72,329 +274	+0.4%	+$10.3K	0.4%	32
2026 Q1	$2.73M	Buy	72,055 +5,789	+9%	+$205K	0.54%	25
2025 Q4	$2.12M	Buy	66,266 +317	+0.5%	+$10K	0.5%	31
2025 Q3	$2.06M	Buy	65,949 +317	+0.5%	+$10K	0.44%	31
2025 Q2	$2.05M	Buy	65,632 +304	+0.5%	+$9.47K	0.49%	23
2025 Q1	$2.24M	Buy	65,328 +11,702	+22%	+$390K	0.69%	22
2024 Q4	$1.68M	Sell	53,626 -5,008	-9%	-$154K	0.52%	18
2024 Q3	$1.71M	Buy	+58,634	New	+$1.71M	0.57%	18

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

ORG Wealth Partners's EPD Position: Q2 2026 in Review

ORG Wealth Partners increased its Enterprise Products Partners (EPD) stake by 0.38% in Q2 2026, buying an estimated $10.3K and bringing the position to 72,329 shares worth $2.66M. The position accounts for 0.4% of the portfolio, ranked #32.

ORG Wealth Partners first reported a position in EPD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.73M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

ORG Wealth Partners held 72,329 shares of Enterprise Products Partners worth $2.66M as of Q2 2026.
ORG Wealth Partners bought 274 Enterprise Products Partners shares in Q2 2026, an estimated $10.3K.
Enterprise Products Partners made up 0.4% of ORG Wealth Partners's portfolio in Q2 2026, its #32 holding.
ORG Wealth Partners first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 8 quarters since.
ORG Wealth Partners's Enterprise Products Partners position peaked at $2.73M in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

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