Summit Wealth Group (Colorado)
EPD icon

Summit Wealth Group (Colorado)’s Enterprise Products Partners EPD Stock Holding History

Summit Wealth Group (Colorado)’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
-6,766
Closed -$256K – 399
2026
Q1 		$256K Buy
+6,766
New +$239K 0.03% 282

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Summit Wealth Group (Colorado)'s EPD Position: Q2 2026 in Review

Summit Wealth Group (Colorado) sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 6,766 shares — an estimated $256K sold.

Summit Wealth Group (Colorado) first reported a position in EPD in Q1 2026 and held it in 1 quarter. The position peaked at $256K in Q1 2026. 1,601 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Summit Wealth Group (Colorado) reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 6,766 Enterprise Products Partners shares in Q2 2026, an estimated $256K.
  • Summit Wealth Group (Colorado) first reported a position in Enterprise Products Partners in Q1 2026 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Enterprise Products Partners position peaked at $256K in Q1 2026.
  • 1,601 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.