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

WJ 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 		$639K Buy
17,379
+462
+3% +$17.4K 0.47% 61
2026
Q1 		$640K Sell
16,917
-10
-0.1% -$354 0.52% 62
2025
Q4 		$543K Hold
16,927
– – 0.48% 66
2025
Q3 		$529K Buy
+16,927
New +$534K 0.51% 58

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

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

WJ Financial Advisors increased its Enterprise Products Partners (EPD) stake by 2.7% in Q2 2026, buying an estimated $17.4K and bringing the position to 17,379 shares worth $639K. The position accounts for 0.47% of the portfolio, ranked #61.

WJ Financial Advisors first reported a position in EPD in Q3 2025 and has held it in 4 quarters since. The position peaked at $640K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • WJ Financial Advisors held 17,379 shares of Enterprise Products Partners worth $639K as of Q2 2026.
  • WJ Financial Advisors bought 462 Enterprise Products Partners shares in Q2 2026, an estimated $17.4K.
  • Enterprise Products Partners made up 0.47% of WJ Financial Advisors's portfolio in Q2 2026, its #61 holding.
  • WJ Financial Advisors first reported a position in Enterprise Products Partners in Q3 2025 and has held it in 4 quarters since.
  • WJ Financial Advisors's Enterprise Products Partners position peaked at $640K in Q1 2026.
  • 1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.