Trifecta Capital Advisors’s Enterprise Products Partners EPD Stock Holding History

Trifecta Capital Advisors’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	$134K	Hold	3,640	–	–	0.02%	133
2026 Q1	$138K	Sell	3,640 -1,200	-25%	-$42.5K	0.02%	129
2025 Q4	$155K	Hold	4,840	–	–	0.02%	119
2025 Q3	$151K	Hold	4,840	–	–	0.02%	125
2025 Q2	$150K	Buy	+4,840	New	+$151K	0.03%	125
2023 Q3	–	Sell	-63	Closed	-$1.66K	–	428
2023 Q2	$1.66K	Sell	63 -687	-92%	-$18K	﹤0.01%	326
2023 Q1	$19.4K	Buy	+750	New	+$19.3K	0.01%	185

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

Trifecta Capital Advisors's EPD Position: Q2 2026 in Review

Trifecta Capital Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 3,640 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #133.

Trifecta Capital Advisors first reported a position in EPD in Q1 2023 and has held it in 7 quarters since. The position peaked at $155K in Q4 2025. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Trifecta Capital Advisors held 3,640 shares of Enterprise Products Partners worth $134K as of Q2 2026.
Trifecta Capital Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.02% of Trifecta Capital Advisors's portfolio in Q2 2026, its #133 holding.
Trifecta Capital Advisors first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 7 quarters since.
Trifecta Capital Advisors's Enterprise Products Partners position peaked at $155K in Q4 2025.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.