Badgley Phelps Wealth Managers’s Enterprise Products Partners EPD Stock Holding History

Badgley Phelps Wealth Managers’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 Q1	$351K	Sell	9,282 -2,425	-21%	-$85.8K	0.01%	267
2025 Q4	$375K	Hold	11,707	–	–	0.01%	259
2025 Q3	$366K	Hold	11,707	–	–	0.01%	244
2025 Q2	$363K	Sell	11,707 -6,641	-36%	-$207K	0.01%	239
2025 Q1	$626K	Buy	18,348 +707	+4%	+$23.5K	0.02%	200
2024 Q4	$553K	Sell	17,641 -460	-3%	-$14.1K	0.01%	202
2024 Q3	$527K	Buy	+18,101	New	+$529K	0.01%	205

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Badgley Phelps Wealth Managers's EPD Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Enterprise Products Partners (EPD) stake by 21% in Q1 2026, selling an estimated $85.8K and leaving 9,282 shares worth $351K. The position accounts for 0.01% of the portfolio, ranked #267.

Badgley Phelps Wealth Managers first reported a position in EPD in Q3 2024 and has held it in 7 quarters since. The position peaked at $626K in Q1 2025. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Badgley Phelps Wealth Managers held 9,282 shares of Enterprise Products Partners worth $351K as of Q1 2026.
Badgley Phelps Wealth Managers sold 2,425 Enterprise Products Partners shares in Q1 2026, an estimated $85.8K.
Enterprise Products Partners made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #267 holding.
Badgley Phelps Wealth Managers first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 7 quarters since.
Badgley Phelps Wealth Managers's Enterprise Products Partners position peaked at $626K in Q1 2025.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.