Symphony Financial’s Enterprise Products Partners EPD Stock Holding History

Symphony Financial’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	$298K	Buy	8,101 +106	+1%	+$4K	0.03%	261
2026 Q1	$303K	Sell	7,995 -7,614	-49%	-$269K	0.04%	231
2025 Q4	$500K	Buy	15,609 +8,323	+114%	+$263K	0.07%	164
2025 Q3	$230K	Buy	7,286 +122	+2%	+$3.85K	0.03%	252
2025 Q2	$225K	Buy	7,164 +118	+2%	+$3.68K	0.03%	235
2025 Q1	$214K	Buy	7,046 +111	+2%	+$3.7K	0.13%	84
2024 Q4	$235K	Buy	6,935 +116	+2%	+$3.56K	0.04%	202
2024 Q3	$201K	Buy	+6,819	New	+$199K	0.03%	217

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

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

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

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Symphony Financial's EPD Position: Q2 2026 in Review

Symphony Financial increased its Enterprise Products Partners (EPD) stake by 1.3% in Q2 2026, buying an estimated $4K and bringing the position to 8,101 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #261.

Symphony Financial first reported a position in EPD in Q3 2024 and has held it in 8 quarters since. The position peaked at $500K in Q4 2025. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Symphony Financial held 8,101 shares of Enterprise Products Partners worth $298K as of Q2 2026.
Symphony Financial bought 106 Enterprise Products Partners shares in Q2 2026, an estimated $4K.
Enterprise Products Partners made up 0.03% of Symphony Financial's portfolio in Q2 2026, its #261 holding.
Symphony Financial first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 8 quarters since.
Symphony Financial's Enterprise Products Partners position peaked at $500K in Q4 2025.
1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.