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Orographic Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Orographic Financial 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
-8,542
Closed -$323K – 108
2026
Q1 		$323K Buy
+8,542
New +$302K 0.23% 83

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TCA
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Goldman Sachs
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Fayez Sarofim & Co
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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

Orographic Financial Advisors's EPD Position: Q2 2026 in Review

Orographic Financial Advisors sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 8,542 shares — an estimated $323K sold.

Orographic Financial Advisors first reported a position in EPD in Q1 2026 and held it in 1 quarter. The position peaked at $323K in Q1 2026. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Orographic Financial Advisors reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • Orographic Financial Advisors sold 8,542 Enterprise Products Partners shares in Q2 2026, an estimated $323K.
  • Orographic Financial Advisors first reported a position in Enterprise Products Partners in Q1 2026 and held it in 1 quarter.
  • Orographic Financial Advisors's Enterprise Products Partners position peaked at $323K in Q1 2026.
  • 1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Orographic Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.