Tru Independence Asset Management 2’s Enterprise Products Partners EPD Stock Holding History

Tru Independence Asset Management 2’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 Q1	$1.07M	Hold	28,402	–	–	0.66%	42
2025 Q4	$911K	Hold	28,402	–	–	0.57%	44
2025 Q3	$888K	Hold	28,402	–	–	0.58%	45
2025 Q2	$881K	Sell	28,402 -3,000	-10%	-$93.5K	0.6%	43
2025 Q1	$1.07M	Hold	31,402	–	–	0.8%	33
2024 Q4	$985K	Hold	31,402	–	–	0.82%	32
2024 Q3	$914K	Buy	+31,402	New	+$917K	0.77%	25
2023 Q1	$451K	Buy	+17,402	New	+$447K	0.45%	44

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Tru Independence Asset Management 2's EPD Position: Q1 2026 in Review

Tru Independence Asset Management 2 held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 28,402 shares worth $1.07M. The position accounts for 0.66% of the portfolio, ranked #42.

Tru Independence Asset Management 2 first reported a position in EPD in Q1 2023 and has held it in 8 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Tru Independence Asset Management 2 held 28,402 shares of Enterprise Products Partners worth $1.07M as of Q1 2026.
Tru Independence Asset Management 2 left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up 0.66% of Tru Independence Asset Management 2's portfolio in Q1 2026, its #42 holding.
Tru Independence Asset Management 2 first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 8 quarters since.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2026, filed 22 Apr 2026.