Simplicity Wealth’s Enterprise Products Partners EPD Stock Holding History

Simplicity Wealth’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	–	Sell	-6,369	Closed	-$241K	–	1032
2026 Q1	$241K	Buy	6,369 +25	+0.4%	+$885	0.01%	668
2025 Q4	$203K	Buy	+6,344	New	+$201K	0.01%	675
2025 Q3	–	Sell	-7,486	Closed	-$232K	–	722
2025 Q2	$232K	Hold	7,486	–	–	0.01%	553
2025 Q1	$256K	Buy	+7,486	New	+$249K	0.02%	458
2024 Q3	–	Sell	-21,009	Closed	-$609K	–	702
2024 Q2	$609K	Buy	21,009 +160	+0.8%	+$4.59K	0.01%	680
2024 Q1	$608K	Buy	+20,849	New	+$572K	0.01%	667

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

Simplicity Wealth's EPD Position: Q2 2026 in Review

Simplicity Wealth sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 6,369 shares — an estimated $241K sold.

Simplicity Wealth first reported a position in EPD in Q1 2024 and held it in 6 quarters. The position peaked at $609K in Q2 2024. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Simplicity Wealth reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
Simplicity Wealth sold 6,369 Enterprise Products Partners shares in Q2 2026, an estimated $241K.
Simplicity Wealth first reported a position in Enterprise Products Partners in Q1 2024 and held it in 6 quarters.
Simplicity Wealth's Enterprise Products Partners position peaked at $609K in Q2 2024.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.