Sax Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Sax 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	$388K	Buy	10,250 +799	+8%	+$30.1K	0.02%	400
2026 Q1	$303K	Hold	9,451	–	–	0.01%	384
2025 Q4	$303K	Buy	9,451 +1,777	+23%	+$56.2K	0.01%	393
2025 Q3	$240K	Buy	7,674 +23	+0.3%	+$726	0.01%	392
2025 Q2	$237K	Buy	7,651 +488	+7%	+$15.2K	0.01%	381
2025 Q1	$245K	Buy	7,163 +298	+4%	+$9.93K	0.02%	320
2024 Q4	$215K	Buy	+6,865	New	+$211K	0.02%	310
2024 Q3	–	Sell	-8,458	Closed	-$245K	–	308
2024 Q2	$245K	Hold	8,458	–	–	0.02%	237
2024 Q1	$247K	Buy	+8,458	New	+$232K	0.03%	162

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 $39B AUM 18.55% 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

Sax Wealth Advisors's EPD Position: Q2 2026 in Review

Sax Wealth Advisors increased its Enterprise Products Partners (EPD) stake by 8.5% in Q2 2026, buying an estimated $30.1K and bringing the position to 10,250 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #400.

Sax Wealth Advisors first reported a position in EPD in Q1 2024 and has held it in 9 quarters since. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Sax Wealth Advisors held 10,250 shares of Enterprise Products Partners worth $388K as of Q2 2026.
Sax Wealth Advisors bought 799 Enterprise Products Partners shares in Q2 2026, an estimated $30.1K.
Enterprise Products Partners made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #400 holding.
Sax Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 9 quarters since.
1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.