Beverly Hills Private Wealth’s Enterprise Products Partners EPD Stock Holding History

Beverly Hills Private Wealth’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	$914K	Hold	24,874	–	–	0.17%	111
2026 Q1	$941K	Hold	24,874	–	–	0.16%	130
2025 Q4	$797K	Sell	24,874 -2,610	-9%	-$82.5K	0.14%	136
2025 Q3	$859K	Buy	27,484 +141	+0.5%	+$4.45K	0.15%	139
2025 Q2	$848K	Buy	27,343 +135	+0.5%	+$4.21K	0.16%	138
2025 Q1	$929K	Sell	27,208 -313	-1%	-$10.4K	0.18%	128
2024 Q4	$863K	Sell	27,521 -5,970	-18%	-$183K	0.17%	130
2024 Q3	$975K	Sell	33,491 -1,480	-4%	-$43.2K	0.2%	128
2024 Q2	$1.01M	Sell	34,971 -1,452	-4%	-$41.6K	0.22%	115
2024 Q1	$1.06M	Sell	36,423 -36	-0.1%	-$988	0.25%	97
2023 Q4	$961K	Sell	36,459 -3,141	-8%	-$83.7K	0.25%	92
2023 Q3	$1.08M	Sell	39,600 -12,494	-24%	-$334K	0.32%	79
2023 Q2	$1.38M	Buy	52,094 +12,259	+31%	+$320K	0.23%	102
2023 Q1	$1.03M	Buy	39,835 +16,147	+68%	+$415K	0.32%	82
2022 Q4	$571K	Buy	+23,688	New	+$583K	0.25%	98

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

Beverly Hills Private Wealth's EPD Position: Q2 2026 in Review

Beverly Hills Private Wealth held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 24,874 shares worth $914K. The position accounts for 0.17% of the portfolio, ranked #111.

Beverly Hills Private Wealth first reported a position in EPD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.38M in Q2 2023. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Beverly Hills Private Wealth held 24,874 shares of Enterprise Products Partners worth $914K as of Q2 2026.
Beverly Hills Private Wealth left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.17% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #111 holding.
Beverly Hills Private Wealth first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 15 quarters since.
Beverly Hills Private Wealth's Enterprise Products Partners position peaked at $1.38M in Q2 2023.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.