TritonPoint Wealth’s Enterprise Products Partners EPD Stock Holding History

TritonPoint Wealth’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	$2.61M	Sell	71,073 -22,894	-24%	-$864K	0.26%	87
2026 Q1	$3.56M	Sell	93,967 -10,209	-10%	-$361K	0.38%	66
2025 Q4	$3.34M	Sell	104,176 -8,480	-8%	-$268K	0.34%	70
2025 Q3	$3.52M	Buy	112,656 +10,000	+10%	+$315K	0.3%	83
2025 Q2	$3.18M	Sell	102,656 -645	-0.6%	-$20.1K	0.29%	85
2025 Q1	$3.53M	Buy	103,301 +2,575	+3%	+$85.8K	0.34%	77
2024 Q4	$3.16M	Sell	100,726 -8,175	-8%	-$251K	0.29%	89
2024 Q3	$3.18M	Buy	108,901 +21,285	+24%	+$622K	0.29%	88
2024 Q2	$2.54M	Sell	87,616 -24,022	-22%	-$689K	0.24%	94
2024 Q1	$2.68M	Buy	111,638 +9,908	+10%	+$272K	0.28%	86
2023 Q4	$2.68M	Buy	+101,730	New	+$2.71M	0.26%	91

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

TritonPoint Wealth's EPD Position: Q2 2026 in Review

TritonPoint Wealth reduced its Enterprise Products Partners (EPD) stake by 24% in Q2 2026, selling an estimated $864K and leaving 71,073 shares worth $2.61M. The position accounts for 0.26% of the portfolio, ranked #87.

TritonPoint Wealth first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.56M in Q1 2026. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

TritonPoint Wealth held 71,073 shares of Enterprise Products Partners worth $2.61M as of Q2 2026.
TritonPoint Wealth sold 22,894 Enterprise Products Partners shares in Q2 2026, an estimated $864K.
Enterprise Products Partners made up 0.26% of TritonPoint Wealth's portfolio in Q2 2026, its #87 holding.
TritonPoint Wealth first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's Enterprise Products Partners position peaked at $3.56M in Q1 2026.
1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.