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USA Financial Formulas’s Enterprise Products Partners EPD Stock Holding History

USA Financial Formulas’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 		$12.1K Sell
330
-25
-7% -$943 ﹤0.01% 350
2026
Q1 		$13.4K Buy
+355
New +$12.6K ﹤0.01% 282

Other funds holding EPD

AA
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

USA Financial Formulas's EPD Position: Q2 2026 in Review

USA Financial Formulas reduced its Enterprise Products Partners (EPD) stake by 7% in Q2 2026, selling an estimated $943 and leaving 330 shares worth $12.1K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

USA Financial Formulas first reported a position in EPD in Q1 2026 and has held it in 2 quarters since. The position peaked at $13.4K in Q1 2026. 1,582 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • USA Financial Formulas held 330 shares of Enterprise Products Partners worth $12.1K as of Q2 2026.
  • USA Financial Formulas sold 25 Enterprise Products Partners shares in Q2 2026, an estimated $943.
  • Enterprise Products Partners made up ﹤0.01% of USA Financial Formulas's portfolio in Q2 2026, its #350 holding.
  • USA Financial Formulas first reported a position in Enterprise Products Partners in Q1 2026 and has held it in 2 quarters since.
  • USA Financial Formulas's Enterprise Products Partners position peaked at $13.4K in Q1 2026.
  • 1,582 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.