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Castleview Partners’s Enterprise Products Partners EPD Stock Holding History

Castleview Partners’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 		$698K Hold
19,000
– – 0.31% 77
2026
Q1 		$719K Sell
19,000
-357
-2% -$12.6K 0.37% 62
2025
Q4 		$621K Buy
19,357
+2,092
+12% +$66.1K 0.31% 70
2025
Q3 		$540K Buy
17,265
+2,190
+15% +$69.1K 0.29% 75
2025
Q2 		$467K Sell
15,075
-2,061
-12% -$64.2K 0.3% 84
2025
Q1 		$585K Buy
17,136
+3,136
+22% +$104K 0.4% 68
2024
Q4 		$445K Hold
14,000
– – 0.24% 100
2024
Q3 		$408K Hold
14,000
– – 0.24% 106
2024
Q2 		$406K Sell
14,000
-187
-1% -$5.36K 0.23% 102
2024
Q1 		$414K Buy
14,187
+187
+1% +$5.13K 0.23% 105
2023
Q4 		$369K Buy
14,000
+1,000
+8% +$26.6K 0.26% 90
2023
Q3 		$356K Sell
13,000
-1,244
-9% -$33.3K 0.33% 67
2023
Q2 		$375K Buy
14,244
+23
+0.2% +$601 0.34% 63
2023
Q1 		$368K Buy
14,221
+22
+0.2% +$565 0.33% 73
2022
Q4 		$342K Buy
14,199
+6,544
+85% +$161K 0.33% 74
2022
Q3 		$182K Buy
7,655
+7,594
+12,449% +$196K 0.17% 125
2022
Q2 		$40.1K Sell
61
-7,939
-99% -$209K 0.03% 329
2022
Q1 		$206K Sell
8,000
-1,156,569
-99% -$28.1M 0.13% 158
2021
Q4 		$53K Buy
+1,164,569
New +$26.1M 0.42% 22
2021
Q2 		$1.46M Buy
+60,449
New +$1.43M 0.64% 31

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

Castleview Partners's EPD Position: Q2 2026 in Review

Castleview Partners held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 19,000 shares worth $698K. The position accounts for 0.31% of the portfolio, ranked #77.

Castleview Partners first reported a position in EPD in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.46M in Q2 2021. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Castleview Partners held 19,000 shares of Enterprise Products Partners worth $698K as of Q2 2026.
  • Castleview Partners left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.31% of Castleview Partners's portfolio in Q2 2026, its #77 holding.
  • Castleview Partners first reported a position in Enterprise Products Partners in Q2 2021 and has held it in 20 quarters since.
  • Castleview Partners's Enterprise Products Partners position peaked at $1.46M in Q2 2021.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.