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Vertrix Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Vertrix Wealth Management’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
-16,300
Closed -$617K – 105
2026
Q1 		$617K Buy
+16,300
New +$577K 0.23% 73

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
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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

Vertrix Wealth Management's EPD Position: Q2 2026 in Review

Vertrix Wealth Management sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 16,300 shares — an estimated $617K sold.

Vertrix Wealth Management first reported a position in EPD in Q1 2026 and held it in 1 quarter. The position peaked at $617K in Q1 2026. 1,581 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Vertrix Wealth Management reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • Vertrix Wealth Management sold 16,300 Enterprise Products Partners shares in Q2 2026, an estimated $617K.
  • Vertrix Wealth Management first reported a position in Enterprise Products Partners in Q1 2026 and held it in 1 quarter.
  • Vertrix Wealth Management's Enterprise Products Partners position peaked at $617K in Q1 2026.
  • 1,581 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.