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Bellevue Asset Management’s Enterprise Products Partners EPD Stock Holding History

Bellevue Asset Management’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 		– Sell
-1,010
Closed -$32.4K – 407
2025
Q4 		$32.4K Hold
1,010
– – 0.01% 202
2025
Q3 		$31.6K Hold
1,010
– – 0.01% 200
2025
Q2 		$31.3K Hold
1,010
– – 0.02% 198
2025
Q1 		$34.5K Sell
1,010
-407
-29% -$13.6K 0.02% 187
2024
Q4 		$44.5K Buy
1,417
+7
+0.5% +$215 0.02% 166
2024
Q3 		$41.1K Buy
1,410
+7
+0.5% +$204 0.02% 175
2024
Q2 		$40.7K Buy
1,403
+6
+0.4% +$172 0.02% 170
2024
Q1 		$40.8K Buy
1,397
+8
+0.6% +$220 0.02% 169
2023
Q4 		$36.6K Buy
1,389
+7
+0.5% +$186 0.03% 172
2023
Q3 		$37.8K Buy
1,382
+7
+0.5% +$187 0.03% 166
2023
Q2 		$36.3K Buy
1,375
+7
+0.5% +$183 0.02% 172
2023
Q1 		$35.5K Buy
1,368
+5
+0.4% +$128 0.02% 176
2022
Q4 		$32.7K Buy
1,363
+7
+0.5% +$172 0.03% 186
2022
Q3 		$33K Buy
1,356
+7
+0.5% +$181 0.03% 188
2022
Q2 		$33K Buy
1,349
+5
+0.4% +$132 0.02% 193
2022
Q1 		$35K Buy
1,344
+6
+0.4% +$146 0.02% 205
2021
Q4 		$29K Buy
1,338
+57
+4% +$1.28K 0.02% 232
2021
Q3 		$28K Buy
1,281
+5
+0.4% +$114 0.02% 235
2021
Q2 		$31K Buy
1,276
+5
+0.4% +$118 0.02% 228
2021
Q1 		$28K Buy
1,271
+5
+0.4% +$110 0.02% 247
2020
Q4 		$27K Buy
1,266
+6
+0.5% +$112 0.02% 240
2020
Q3 		$20K Hold
1,260
– – 0.01% 257
2020
Q2 		$23K Hold
1,260
– – 0.02% 246
2020
Q1 		$21K Sell
1,260
-670
-35% -$15.6K 0.02% 264
2019
Q4 		$54K Buy
+1,930
New +$52.3K 0.04% 148

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 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
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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

Bellevue Asset Management's EPD Position: Q1 2026 in Review

Bellevue Asset Management sold out of Enterprise Products Partners (EPD) in Q1 2026, closing a stake of 1,010 shares — an estimated $32.4K sold.

Bellevue Asset Management first reported a position in EPD in Q4 2019 and held it in 25 quarters. The position peaked at $54K in Q4 2019. 1,612 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Bellevue Asset Management reported no remaining Enterprise Products Partners position as of Q1 2026 after selling out during the quarter.
  • Bellevue Asset Management sold 1,010 Enterprise Products Partners shares in Q1 2026, an estimated $32.4K.
  • Bellevue Asset Management first reported a position in Enterprise Products Partners in Q4 2019 and held it in 25 quarters.
  • Bellevue Asset Management's Enterprise Products Partners position peaked at $54K in Q4 2019.
  • 1,612 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.