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Atria Investments’s Enterprise Products Partners EPD Stock Holding History

Atria Investments’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 		$959K Buy
26,085
+11
+0% +$415 0.01% 1140
2026
Q1 		$987K Buy
26,074
+1,237
+5% +$43.8K 0.01% 1061
2025
Q4 		$796K Sell
24,837
-1,961
-7% -$62K 0.01% 1186
2025
Q3 		$838K Sell
26,798
-6,697
-20% -$211K 0.01% 1143
2025
Q2 		$1.04M Sell
33,495
-233
-0.7% -$7.26K 0.01% 1014
2025
Q1 		$1.15M Sell
33,728
-714
-2% -$23.8K 0.01% 940
2024
Q4 		$1.08M Sell
34,442
-6,816
-17% -$209K 0.01% 938
2024
Q3 		$1.2M Sell
41,258
-2,033
-5% -$59.4K 0.01% 885
2024
Q2 		$1.25M Sell
43,291
-30,808
-42% -$883K 0.02% 825
2024
Q1 		$2.16M Sell
74,099
-4,447
-6% -$122K 0.03% 621
2023
Q4 		$2.07M Buy
78,546
+8,962
+13% +$239K 0.03% 584
2023
Q3 		$1.9M Buy
69,584
+320
+0.5% +$8.56K 0.03% 583
2023
Q2 		$1.83M Buy
69,264
+6,627
+11% +$173K 0.03% 590
2023
Q1 		$1.62M Buy
62,637
+13,261
+27% +$341K 0.03% 614
2022
Q4 		$1.19M Sell
49,376
-15,428
-24% -$380K 0.02% 698
2022
Q3 		$1.54M Buy
64,804
+13,068
+25% +$337K 0.03% 572
2022
Q2 		$1.26M Sell
51,736
-5,115
-9% -$135K 0.03% 659
2022
Q1 		$1.47M Buy
+56,851
New +$1.38M 0.03% 685
2020
Q1 		– Sell
-12,483
Closed -$352K – 724
2019
Q4 		$352K Buy
+12,483
New +$338K 0.01% 920

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 $39B AUM 18.55% 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

Atria Investments's EPD Position: Q2 2026 in Review

Atria Investments increased its Enterprise Products Partners (EPD) stake by 0.04% in Q2 2026, buying an estimated $415 and bringing the position to 26,085 shares worth $959K. The position accounts for 0.01% of the portfolio, ranked #1140.

Atria Investments first reported a position in EPD in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.16M in Q1 2024. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Atria Investments held 26,085 shares of Enterprise Products Partners worth $959K as of Q2 2026.
  • Atria Investments bought 11 Enterprise Products Partners shares in Q2 2026, an estimated $415.
  • Enterprise Products Partners made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1140 holding.
  • Atria Investments first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 19 quarters since.
  • Atria Investments's Enterprise Products Partners position peaked at $2.16M in Q1 2024.
  • 1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.