TRUE Private Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

TRUE Private Wealth 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	–	Sell	-5,359	Closed	-$203K	–	287
2026 Q1	$203K	Buy	+5,359	New	+$190K	0.02%	252
2021 Q1	–	Sell	-2,306	Closed	-$45K	–	379
2020 Q4	$45K	Buy	2,306 +16	+0.7%	+$298	0.01%	359
2020 Q3	$36K	Buy	2,290 +700	+44%	+$12.3K	0.01%	363
2020 Q2	$28K	Buy	1,590 +150	+10%	+$2.68K	0.01%	382
2020 Q1	$20K	Hold	1,440	–	–	﹤0.01%	382
2019 Q4	$40K	Buy	+1,440	New	+$39K	0.01%	391
2019 Q3	–	Sell	-1,440	Closed	-$41K	–	374
2019 Q2	$41K	Buy	+1,440	New	+$41.5K	0.01%	367
2018 Q4	–	Sell	-3,040	Closed	-$87.3K	–	441
2018 Q3	$87.3K	Buy	+3,040	New	+$87.8K	0.01%	383

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

TRUE Private Wealth Advisors's EPD Position: Q2 2026 in Review

TRUE Private Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 5,359 shares — an estimated $203K sold.

TRUE Private Wealth Advisors first reported a position in EPD in Q3 2018 and held it in 8 quarters. The position peaked at $203K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

TRUE Private Wealth Advisors reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
TRUE Private Wealth Advisors sold 5,359 Enterprise Products Partners shares in Q2 2026, an estimated $203K.
TRUE Private Wealth Advisors first reported a position in Enterprise Products Partners in Q3 2018 and held it in 8 quarters.
TRUE Private Wealth Advisors's Enterprise Products Partners position peaked at $203K in Q1 2026.
1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.