Palumbo Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Palumbo Wealth Management’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	$563K	Hold	15,306	–	–	0.12%	133
2026 Q1	$579K	Hold	15,306	–	–	0.14%	112
2025 Q4	$491K	Hold	15,306	–	–	0.12%	125
2025 Q3	$479K	Hold	15,306	–	–	0.15%	92
2025 Q2	$475K	Hold	15,306	–	–	0.15%	107
2025 Q1	$523K	Hold	15,306	–	–	0.17%	88
2024 Q4	$480K	Hold	15,306	–	–	0.18%	88
2024 Q3	$446K	Hold	15,306	–	–	0.17%	93
2024 Q2	$444K	Hold	15,306	–	–	0.19%	84
2024 Q1	$447K	Hold	15,306	–	–	0.2%	83
2023 Q4	$403K	Buy	+15,306	New	+$408K	0.21%	85

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

Palumbo Wealth Management's EPD Position: Q2 2026 in Review

Palumbo Wealth Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 15,306 shares worth $563K. The position accounts for 0.12% of the portfolio, ranked #133.

Palumbo Wealth Management first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $579K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Palumbo Wealth Management held 15,306 shares of Enterprise Products Partners worth $563K as of Q2 2026.
Palumbo Wealth Management left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.12% of Palumbo Wealth Management's portfolio in Q2 2026, its #133 holding.
Palumbo Wealth Management first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Palumbo Wealth Management's Enterprise Products Partners position peaked at $579K in Q1 2026.
1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.