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TRB Wealth Management’s Enterprise Products Partners EPD Stock Holding History

TRB Wealth Management’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
-5,328
Closed -$202K – 306
2026
Q1 		$202K Buy
+5,328
New +$189K 0.03% 273

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TCA
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
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KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

TRB Wealth Management's EPD Position: Q2 2026 in Review

TRB Wealth Management sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 5,328 shares — an estimated $202K sold.

TRB Wealth Management first reported a position in EPD in Q1 2026 and held it in 1 quarter. The position peaked at $202K in Q1 2026. 1,581 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • TRB Wealth Management reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • TRB Wealth Management sold 5,328 Enterprise Products Partners shares in Q2 2026, an estimated $202K.
  • TRB Wealth Management first reported a position in Enterprise Products Partners in Q1 2026 and held it in 1 quarter.
  • TRB Wealth Management's Enterprise Products Partners position peaked at $202K in Q1 2026.
  • 1,581 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.