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Personal CFO Solutions’s Enterprise Products Partners EPD Stock Holding History

Personal CFO Solutions’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 		$693K Buy
18,855
+21
+0.1% +$792 0.1% 180
2026
Q1 		$713K Buy
18,834
+23
+0.1% +$814 0.1% 182
2025
Q4 		$603K Buy
18,811
+25
+0.1% +$790 0.1% 201
2025
Q3 		$587K Sell
18,786
-938
-5% -$29.6K 0.1% 200
2025
Q2 		$612K Sell
19,724
-1,776
-8% -$55.3K 0.11% 190
2025
Q1 		$734K Buy
21,500
+160
+0.7% +$5.33K 0.15% 153
2024
Q4 		$669K Sell
21,340
-270
-1% -$8.29K 0.13% 166
2024
Q3 		$629K Buy
21,610
+24
+0.1% +$701 0.09% 215
2024
Q2 		$626K Buy
21,586
+24
+0.1% +$688 0.1% 204
2024
Q1 		$629K Buy
21,562
+24
+0.1% +$659 0.1% 204
2023
Q4 		$568K Buy
21,538
+24
+0.1% +$639 0.1% 204
2023
Q3 		$589K Sell
21,514
-5,753
-21% -$154K 0.12% 166
2023
Q2 		$718K Buy
27,267
+578
+2% +$15.1K 0.15% 141
2023
Q1 		$691K Buy
26,689
+1,276
+5% +$32.8K 0.14% 138
2022
Q4 		$613K Sell
25,413
-2,739
-10% -$67.4K 0.13% 158
2022
Q3 		$669K Sell
28,152
-1,980
-7% -$51.1K 0.17% 120
2022
Q2 		$734K Buy
30,132
+3,388
+13% +$89.1K 0.17% 100
2022
Q1 		$690K Buy
26,744
+6,062
+29% +$147K 0.14% 142
2021
Q4 		$454K Buy
20,682
+2,506
+14% +$56.2K 0.09% 215
2021
Q3 		$393K Buy
18,176
+4,208
+30% +$95.6K 0.08% 222
2021
Q2 		$337K Buy
13,968
+19
+0.1% +$450 0.07% 258
2021
Q1 		$307K Sell
13,949
-728
-5% -$16K 0.07% 252
2020
Q4 		$288K Buy
14,677
+1,090
+8% +$20.3K 0.07% 255
2020
Q3 		$0 Sell
13,587
-425
-3% -$7.45K ﹤0.01% 198
2020
Q2 		$255K Buy
14,012
+2,213
+19% +$39.6K 0.08% 238
2020
Q1 		$169K Buy
11,799
+799
+7% +$18.6K 0.06% 250
2019
Q4 		$310K Hold
11,000
– – 0.09% 195
2019
Q3 		$314K Buy
+11,000
New +$320K 0.13% 190

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

Personal CFO Solutions's EPD Position: Q2 2026 in Review

Personal CFO Solutions increased its Enterprise Products Partners (EPD) stake by 0.11% in Q2 2026, buying an estimated $792 and bringing the position to 18,855 shares worth $693K. The position accounts for 0.1% of the portfolio, ranked #180.

Personal CFO Solutions first reported a position in EPD in Q3 2019 and has held it in 28 quarters since. The position peaked at $734K in Q1 2025. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Personal CFO Solutions held 18,855 shares of Enterprise Products Partners worth $693K as of Q2 2026.
  • Personal CFO Solutions bought 21 Enterprise Products Partners shares in Q2 2026, an estimated $792.
  • Enterprise Products Partners made up 0.1% of Personal CFO Solutions's portfolio in Q2 2026, its #180 holding.
  • Personal CFO Solutions first reported a position in Enterprise Products Partners in Q3 2019 and has held it in 28 quarters since.
  • Personal CFO Solutions's Enterprise Products Partners position peaked at $734K in Q1 2025.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.