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Walled Lake Planning & Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Walled Lake Planning & 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 		$381K Sell
10,373
-254
-2% -$9.58K 0.1% 95
2026
Q1 		$402K Buy
10,627
+4
+0% +$142 0.12% 90
2025
Q4 		$341K Buy
10,623
+254
+2% +$8.03K 0.11% 97
2025
Q3 		$324K Hold
10,369
– – 0.11% 104
2025
Q2 		$322K Hold
10,369
– – 0.1% 100
2025
Q1 		$354K Hold
10,369
– – 0.13% 88
2024
Q4 		$325K Sell
10,369
-2,435
-19% -$74.8K 0.12% 102
2024
Q3 		$373K Buy
12,804
+23
+0.2% +$672 0.14% 86
2024
Q2 		$370K Buy
12,781
+1,260
+11% +$36.1K 0.15% 80
2024
Q1 		$336K Hold
11,521
– – 0.14% 79
2023
Q4 		$304K Buy
11,521
+1,890
+20% +$50.4K 0.14% 77
2023
Q3 		$264K Hold
9,631
– – 0.13% 76
2023
Q2 		$254K Buy
+9,631
New +$252K 0.12% 77
2021
Q4 		– Sell
-5,800
Closed -$126K – 167
2021
Q3 		$126K Hold
5,800
– – 0.08% 103
2021
Q2 		$140K Hold
5,800
– – 0.09% 94
2021
Q1 		$128K Hold
5,800
– – 0.09% 95
2020
Q4 		$114K Hold
5,800
– – 0.09% 93
2020
Q3 		$92K Buy
+5,800
New +$102K 0.07% 99

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

Walled Lake Planning & Wealth Management's EPD Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management reduced its Enterprise Products Partners (EPD) stake by 2.4% in Q2 2026, selling an estimated $9.58K and leaving 10,373 shares worth $381K. The position accounts for 0.1% of the portfolio, ranked #95.

Walled Lake Planning & Wealth Management first reported a position in EPD in Q3 2020 and has held it in 18 quarters since. The position peaked at $402K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 10,373 shares of Enterprise Products Partners worth $381K as of Q2 2026.
  • Walled Lake Planning & Wealth Management sold 254 Enterprise Products Partners shares in Q2 2026, an estimated $9.58K.
  • Enterprise Products Partners made up 0.1% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #95 holding.
  • Walled Lake Planning & Wealth Management first reported a position in Enterprise Products Partners in Q3 2020 and has held it in 18 quarters since.
  • Walled Lake Planning & Wealth Management's Enterprise Products Partners position peaked at $402K in Q1 2026.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.