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 Q2	$341K	Hold	9,282	–	–	0.01%	277
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 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Badgley Phelps Wealth Managers's EPD Position: Q2 2026 in Review

Badgley Phelps Wealth Managers held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 9,282 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #277.

Badgley Phelps Wealth Managers first reported a position in EPD in Q3 2024 and has held it in 8 quarters since. The position peaked at $626K in Q1 2025. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Badgley Phelps Wealth Managers held 9,282 shares of Enterprise Products Partners worth $341K as of Q2 2026.
Badgley Phelps Wealth Managers left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #277 holding.
Badgley Phelps Wealth Managers first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 8 quarters since.
Badgley Phelps Wealth Managers's Enterprise Products Partners position peaked at $626K in Q1 2025.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.