Pasadena Private Wealth’s Enterprise Products Partners EPD Stock Holding History

Pasadena Private Wealth’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	$2.81M	Sell	76,441 -31,576	-29%	-$1.19M	0.36%	41
2026 Q1	$4.09M	Sell	108,017 -11,383	-10%	-$403K	0.57%	32
2025 Q4	$3.83M	Buy	119,400 +69,264	+138%	+$2.19M	0.52%	36
2025 Q3	$1.57M	Buy	50,136 +2,595	+5%	+$81.9K	0.23%	53
2025 Q2	$1.47M	Buy	47,541 +5,966	+14%	+$186K	0.25%	48
2025 Q1	$1.42M	Buy	41,575 +4,531	+12%	+$151K	0.27%	48
2024 Q4	$1.16M	Buy	37,044 +3,852	+12%	+$118K	0.24%	53
2024 Q3	$966K	Buy	33,192 +4,544	+16%	+$133K	0.21%	55
2024 Q2	$830K	Buy	28,648 +133	+0.5%	+$3.81K	0.19%	59
2024 Q1	$832K	Buy	28,515 +2,968	+12%	+$81.5K	0.19%	54
2023 Q4	$673K	Buy	+25,547	New	+$681K	0.16%	63

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

Pasadena Private Wealth's EPD Position: Q2 2026 in Review

Pasadena Private Wealth reduced its Enterprise Products Partners (EPD) stake by 29% in Q2 2026, selling an estimated $1.19M and leaving 76,441 shares worth $2.81M. The position accounts for 0.36% of the portfolio, ranked #41.

Pasadena Private Wealth first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.09M in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Pasadena Private Wealth held 76,441 shares of Enterprise Products Partners worth $2.81M as of Q2 2026.
Pasadena Private Wealth sold 31,576 Enterprise Products Partners shares in Q2 2026, an estimated $1.19M.
Enterprise Products Partners made up 0.36% of Pasadena Private Wealth's portfolio in Q2 2026, its #41 holding.
Pasadena Private Wealth first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Pasadena Private Wealth's Enterprise Products Partners position peaked at $4.09M in Q1 2026.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.