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 Q3	$332K	Buy	9,336 +54	+0.6%	+$2.06K	0.01%	284
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 $21.8B AUM 17.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

W.H. Reaves & Co Jersey City, New Jersey $5.54B AUM 1.09% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Natixis Paris, France $28B AUM 27.03% 1-Year Est. Return

Badgley Phelps Wealth Managers's EPD Position: Q3 2026 in Review

Badgley Phelps Wealth Managers increased its Enterprise Products Partners (EPD) stake by 0.58% in Q3 2026, buying an estimated $2.06K and bringing the position to 9,336 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #284.

Badgley Phelps Wealth Managers first reported a position in EPD in Q3 2024 and has held it in 9 quarters since. The position peaked at $626K in Q1 2025. 1,039 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Badgley Phelps Wealth Managers held 9,336 shares of Enterprise Products Partners worth $332K as of Q3 2026.
Badgley Phelps Wealth Managers bought 54 Enterprise Products Partners shares in Q3 2026, an estimated $2.06K.
Enterprise Products Partners made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #284 holding.
Badgley Phelps Wealth Managers first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 9 quarters since.
Badgley Phelps Wealth Managers's Enterprise Products Partners position peaked at $626K in Q1 2025.
1,039 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.