Schwarz Dygos Wheeler Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Schwarz Dygos Wheeler Investment 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	$941K	Hold	25,599	–	–	0.18%	83
2026 Q1	$969K	Hold	25,599	–	–	0.2%	75
2025 Q4	$821K	Sell	25,599 -350	-1%	-$11.1K	0.17%	87
2025 Q3	$811K	Hold	25,949	–	–	0.17%	90
2025 Q2	$805K	Hold	25,949	–	–	0.18%	89
2025 Q1	$886K	Hold	25,949	–	–	0.21%	73
2024 Q4	$814K	Hold	25,949	–	–	0.2%	77
2024 Q3	$755K	Hold	25,949	–	–	0.19%	83
2024 Q2	$752K	Hold	25,949	–	–	0.2%	81
2024 Q1	$757K	Hold	25,949	–	–	0.21%	76
2023 Q4	$684K	Hold	25,949	–	–	0.21%	75
2023 Q3	$710K	Hold	25,949	–	–	0.24%	66
2023 Q2	$684K	Hold	25,949	–	–	0.23%	69
2023 Q1	$672K	Hold	25,949	–	–	0.24%	62
2022 Q4	$626K	Hold	25,949	–	–	0.25%	63
2022 Q3	$617K	Hold	25,949	–	–	0.27%	57
2022 Q2	$632K	Hold	25,949	–	–	0.25%	62
2022 Q1	$670K	Hold	25,949	–	–	0.23%	65
2021 Q4	$570K	Hold	25,949	–	–	0.19%	73
2021 Q3	$562K	Sell	25,949 -2,719	-9%	-$61.8K	0.21%	74
2021 Q2	$692K	Buy	28,668 +75	+0.3%	+$1.77K	0.25%	66
2021 Q1	$630K	Buy	28,593 +300	+1%	+$6.6K	0.26%	64
2020 Q4	$554K	Sell	28,293 -8,927	-24%	-$166K	0.27%	57
2020 Q3	$588K	Buy	37,220 +6,624	+22%	+$116K	0.33%	56
2020 Q2	$524K	Buy	30,596 +12,396	+68%	+$222K	0.34%	52
2020 Q1	$260K	Buy	18,200 +200	+1%	+$4.64K	0.22%	66
2019 Q4	$507K	Buy	18,000 +825	+5%	+$22.4K	0.35%	48
2019 Q3	$491K	Hold	17,175	–	–	0.39%	46
2019 Q2	$496K	Hold	17,175	–	–	0.41%	45
2019 Q1	$500K	Sell	17,175 -3,300	-16%	-$92.2K	0.43%	45
2018 Q4	$503K	Buy	+20,475	New	+$548K	0.54%	41

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

Schwarz Dygos Wheeler Investment Advisors's EPD Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 25,599 shares worth $941K. The position accounts for 0.18% of the portfolio, ranked #83.

Schwarz Dygos Wheeler Investment Advisors first reported a position in EPD in Q4 2018 and has held it in 31 quarters since. The position peaked at $969K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 25,599 shares of Enterprise Products Partners worth $941K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.18% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #83 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 31 quarters since.
Schwarz Dygos Wheeler Investment Advisors's Enterprise Products Partners position peaked at $969K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.