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

Private Wealth Asset 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	$160K	Hold	4,366	–	–	0.02%	285
2026 Q1	$165K	Hold	4,366	–	–	0.02%	283
2025 Q4	$140K	Hold	4,366	–	–	0.02%	291
2025 Q3	$137K	Buy	4,366 +375	+9%	+$11.8K	0.02%	272
2025 Q2	$124K	Hold	3,991	–	–	0.02%	284
2025 Q1	$136K	Buy	+3,991	New	+$133K	0.02%	273

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

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

Private Wealth Asset Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 4,366 shares worth $160K. The position accounts for 0.02% of the portfolio, ranked #285.

Private Wealth Asset Management first reported a position in EPD in Q1 2025 and has held it in 6 quarters since. The position peaked at $165K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Private Wealth Asset Management held 4,366 shares of Enterprise Products Partners worth $160K as of Q2 2026.
Private Wealth Asset Management left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #285 holding.
Private Wealth Asset Management first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Enterprise Products Partners position peaked at $165K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

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