Perissos Private Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Perissos Private 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	$834K	Buy	22,698 +1,834	+9%	+$69.2K	0.56%	42
2026 Q1	$790K	Sell	20,864 -2,740	-12%	-$97K	0.69%	36
2025 Q4	$757K	Sell	23,604 -994	-4%	-$31.4K	0.65%	38
2025 Q3	$769K	Sell	24,598 -5,850	-19%	-$185K	0.56%	42
2025 Q2	$944K	Sell	30,448 -5,513	-15%	-$172K	0.75%	38
2025 Q1	$1.23M	Hold	35,961	–	–	1.12%	32
2024 Q4	$1.13M	Buy	35,961 +500	+1%	+$15.4K	0.84%	42
2024 Q3	$1.03M	Buy	35,461 +500	+1%	+$14.6K	0.83%	39
2024 Q2	$1.01M	Sell	34,961 -1,234	-3%	-$35.4K	0.91%	34
2024 Q1	$1.06M	Buy	+36,195	New	+$994K	0.96%	35

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

Perissos Private Wealth Management's EPD Position: Q2 2026 in Review

Perissos Private Wealth Management increased its Enterprise Products Partners (EPD) stake by 8.8% in Q2 2026, buying an estimated $69.2K and bringing the position to 22,698 shares worth $834K. The position accounts for 0.56% of the portfolio, ranked #42.

Perissos Private Wealth Management first reported a position in EPD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.23M in Q1 2025. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Perissos Private Wealth Management held 22,698 shares of Enterprise Products Partners worth $834K as of Q2 2026.
Perissos Private Wealth Management bought 1,834 Enterprise Products Partners shares in Q2 2026, an estimated $69.2K.
Enterprise Products Partners made up 0.56% of Perissos Private Wealth Management's portfolio in Q2 2026, its #42 holding.
Perissos Private Wealth Management first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 10 quarters since.
Perissos Private Wealth Management's Enterprise Products Partners position peaked at $1.23M in Q1 2025.
1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Perissos Private Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.