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Stiles Financial Services’s Enterprise Products Partners EPD Stock Holding History

Stiles Financial Services’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 		$208K Buy
5,653
+32
+0.6% +$1.21K 0.05% 178
2026
Q1 		$213K Buy
+5,621
New +$199K 0.07% 169
2025
Q2 		– Sell
-7,187
Closed -$245K – 177
2025
Q1 		$245K Buy
7,187
+59
+0.8% +$1.97K 0.09% 155
2024
Q4 		$224K Buy
7,128
+80
+1% +$2.46K 0.08% 170
2024
Q3 		$205K Sell
7,048
-752
-10% -$22K 0.07% 180
2024
Q2 		$226K Buy
7,800
+81
+1% +$2.32K 0.09% 170
2024
Q1 		$225K Buy
7,719
+86
+1% +$2.36K 0.09% 165
2023
Q4 		$201K Sell
7,633
-1,347
-15% -$35.9K 0.09% 163
2023
Q3 		$246K Buy
8,980
+107
+1% +$2.86K 0.13% 151
2023
Q2 		$234K Buy
8,873
+135
+2% +$3.53K 0.12% 164
2023
Q1 		$226K Buy
8,738
+128
+1% +$3.29K 0.12% 162
2022
Q4 		$208K Buy
8,610
+130
+2% +$3.2K 0.12% 164
2022
Q3 		$202K Buy
8,480
+118
+1% +$3.04K 0.12% 156
2022
Q2 		$204K Buy
8,362
+119
+1% +$3.13K 0.12% 162
2022
Q1 		$213K Buy
+8,243
New +$200K 0.11% 169

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Stiles Financial Services's EPD Position: Q2 2026 in Review

Stiles Financial Services increased its Enterprise Products Partners (EPD) stake by 0.57% in Q2 2026, buying an estimated $1.21K and bringing the position to 5,653 shares worth $208K. The position accounts for 0.05% of the portfolio, ranked #178.

Stiles Financial Services first reported a position in EPD in Q1 2022 and has held it in 15 quarters since. The position peaked at $246K in Q3 2023. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Stiles Financial Services held 5,653 shares of Enterprise Products Partners worth $208K as of Q2 2026.
  • Stiles Financial Services bought 32 Enterprise Products Partners shares in Q2 2026, an estimated $1.21K.
  • Enterprise Products Partners made up 0.05% of Stiles Financial Services's portfolio in Q2 2026, its #178 holding.
  • Stiles Financial Services first reported a position in Enterprise Products Partners in Q1 2022 and has held it in 15 quarters since.
  • Stiles Financial Services's Enterprise Products Partners position peaked at $246K in Q3 2023.
  • 1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.