OWA
EPD icon

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

Outlook 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 		$424K Sell
11,542
-555
-5% -$20.9K 0.09% 204
2026
Q1 		$458K Sell
12,097
-66
-0.5% -$2.34K 0.11% 184
2025
Q4 		$390K Buy
12,163
+105
+0.9% +$3.32K 0.09% 195
2025
Q3 		$377K Hold
12,058
– – 0.09% 196
2025
Q2 		$374K Sell
12,058
-900
-7% -$28K 0.1% 199
2025
Q1 		$442K Buy
12,958
+1,350
+12% +$45K 0.12% 153
2024
Q4 		$364K Hold
11,608
– – 0.1% 198
2024
Q3 		$338K Sell
11,608
-688
-6% -$20.1K 0.1% 205
2024
Q2 		$356K Hold
12,296
– – 0.11% 177
2024
Q1 		$359K Hold
12,296
– – 0.11% 177
2023
Q4 		$324K Hold
12,296
– – 0.11% 160
2023
Q3 		$337K Buy
12,296
+1,688
+16% +$45.1K 0.13% 153
2023
Q2 		$280K Buy
10,608
+1,700
+19% +$44.4K 0.11% 166
2023
Q1 		$231K Sell
8,908
-3,500
-28% -$89.9K 0.1% 168
2022
Q4 		$299K Hold
12,408
– – 0.14% 132
2022
Q3 		$295K Buy
12,408
+1,520
+14% +$39.2K 0.13% 144
2022
Q2 		$265K Sell
10,888
-120
-1% -$3.16K 0.11% 159
2022
Q1 		$284K Buy
11,008
+120
+1% +$2.91K 0.1% 167
2021
Q4 		$239K Hold
10,888
– – 0.07% 187
2021
Q3 		$236K Hold
10,888
– – 0.08% 191
2021
Q2 		$263K Buy
+10,888
New +$258K 0.08% 188

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

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

Outlook Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 4.6% in Q2 2026, selling an estimated $20.9K and leaving 11,542 shares worth $424K. The position accounts for 0.09% of the portfolio, ranked #204.

Outlook Wealth Advisors first reported a position in EPD in Q2 2021 and has held it in 21 quarters since. The position peaked at $458K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Outlook Wealth Advisors held 11,542 shares of Enterprise Products Partners worth $424K as of Q2 2026.
  • Outlook Wealth Advisors sold 555 Enterprise Products Partners shares in Q2 2026, an estimated $20.9K.
  • Enterprise Products Partners made up 0.09% of Outlook Wealth Advisors's portfolio in Q2 2026, its #204 holding.
  • Outlook Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2021 and has held it in 21 quarters since.
  • Outlook Wealth Advisors's Enterprise Products Partners position peaked at $458K in Q1 2026.
  • 1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.