Uptown Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Uptown Financial 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	$1.77M	Hold	48,051	–	–	1.16%	21
2026 Q1	$1.82M	Hold	48,051	–	–	1.44%	18
2025 Q4	$1.54M	Hold	48,051	–	–	1.1%	22
2025 Q3	$1.5M	Hold	48,051	–	–	1.24%	20
2025 Q2	$1.49M	Hold	48,051	–	–	1.28%	18
2025 Q1	$1.64M	Hold	48,051	–	–	1.67%	16
2024 Q4	$1.51M	Buy	+48,051	New	+$1.48M	1.63%	16

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

Uptown Financial Advisors's EPD Position: Q2 2026 in Review

Uptown Financial Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 48,051 shares worth $1.77M. The position accounts for 1.16% of the portfolio, ranked #21.

Uptown Financial Advisors first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Uptown Financial Advisors held 48,051 shares of Enterprise Products Partners worth $1.77M as of Q2 2026.
Uptown Financial Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 1.16% of Uptown Financial Advisors's portfolio in Q2 2026, its #21 holding.
Uptown Financial Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
Uptown Financial Advisors's Enterprise Products Partners position peaked at $1.82M in Q1 2026.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.