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VSM Wealth Advisory’s Enterprise Products Partners EPD Stock Holding History

VSM Wealth Advisory’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 		$26.9K Hold
733
– – 0.01% 273
2026
Q1 		$27.7K Buy
+733
New +$25.9K 0.01% 263
2025
Q4 		– Sell
-689
Closed -$21.5K – 460
2025
Q3 		$21.5K Sell
689
-1,355
-66% -$42.7K 0.01% 271
2025
Q2 		$63.4K Buy
2,044
+1,381
+208% +$43K 0.02% 187
2025
Q1 		$22.6K Buy
663
+2
+0.3% +$67 0.01% 268
2024
Q4 		$20.7K Buy
+661
New +$20.3K 0.01% 271

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
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

VSM Wealth Advisory's EPD Position: Q2 2026 in Review

VSM Wealth Advisory held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 733 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #273.

VSM Wealth Advisory first reported a position in EPD in Q4 2024 and has held it in 6 quarters since. The position peaked at $63.4K in Q2 2025. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • VSM Wealth Advisory held 733 shares of Enterprise Products Partners worth $26.9K as of Q2 2026.
  • VSM Wealth Advisory left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #273 holding.
  • VSM Wealth Advisory first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Enterprise Products Partners position peaked at $63.4K in Q2 2025.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.