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Sarver Vrooman Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Sarver Vrooman Wealth Advisors’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 		$11K Hold
300
– – 0.01% 114
2026
Q1 		$11.4K Buy
+300
New +$10.6K 0.01% 113

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Morgan Stanley
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TCA
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
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KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's EPD Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 300 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #114.

Sarver Vrooman Wealth Advisors first reported a position in EPD in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.4K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 300 shares of Enterprise Products Partners worth $11K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.01% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2026 and has held it in 2 quarters since.
  • Sarver Vrooman Wealth Advisors's Enterprise Products Partners position peaked at $11.4K in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.