Cerity Partners
EPD icon

Cerity Partners’s Enterprise Products Partners EPD Stock Holding History

Cerity 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 		$21.7M Sell
589,560
-41,912
-7% -$1.58M 0.03% 457
2026
Q1 		$23.9M Buy
631,472
+139,172
+28% +$4.93M 0.03% 393
2025
Q4 		$15.8M Sell
492,300
-341
-0.1% -$10.8K 0.02% 482
2025
Q3 		$15.4M Buy
492,641
+5,848
+1% +$184K 0.03% 443
2025
Q2 		$15.1M Buy
486,793
+12,169
+3% +$379K 0.03% 420
2025
Q1 		$16.2M Buy
474,624
+4,398
+0.9% +$146K 0.03% 384
2024
Q4 		$14.7M Buy
470,226
+74,710
+19% +$2.29M 0.03% 387
2024
Q3 		$11.5M Buy
395,516
+54,325
+16% +$1.59M 0.03% 451
2024
Q2 		$9.89M Buy
341,191
+18,380
+6% +$527K 0.03% 421
2024
Q1 		$9.42M Buy
322,811
+33,262
+11% +$913K 0.02% 480
2023
Q4 		$7.63M Buy
289,549
+137,044
+90% +$3.65M 0.03% 424
2023
Q3 		$4.17M Sell
152,505
-247,558
-62% -$6.62M 0.02% 446
2023
Q2 		$10.5M Buy
400,063
+28,256
+8% +$739K 0.04% 335
2023
Q1 		$9.68M Sell
371,807
-1,072
-0.3% -$27.5K 0.02% 361
2022
Q4 		$8.99M Buy
372,879
+114,993
+45% +$2.83M 0.06% 279
2022
Q3 		$6.13M Buy
257,886
+27,831
+12% +$718K 0.07% 208
2022
Q2 		$5.61M Buy
230,055
+67,446
+41% +$1.77M 0.06% 234
2022
Q1 		$3.87M Sell
162,609
-161,225
-50% -$3.91M 0.06% 228
2021
Q4 		$7.11M Buy
323,834
+8,246
+3% +$185K 0.11% 160
2021
Q3 		$6.83M Sell
315,588
-640
-0.2% -$14.5K 0.15% 132
2021
Q2 		$7.63M Buy
316,228
+10,142
+3% +$240K 0.17% 118
2021
Q1 		$6.74M Sell
306,086
-64,800
-17% -$1.42M 0.16% 128
2020
Q4 		$7.27M Buy
370,886
+90,011
+32% +$1.68M 0.23% 97
2020
Q3 		$4.43M Buy
280,875
+12,841
+5% +$225K 0.18% 104
2020
Q2 		$4.87M Buy
268,034
+79,671
+42% +$1.42M 0.27% 73
2020
Q1 		$2.69M Buy
188,363
+77,692
+70% +$1.8M 0.17% 112
2019
Q4 		$3.12M Buy
+110,671
New +$3M 0.16% 111

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

Cerity Partners's EPD Position: Q2 2026 in Review

Cerity Partners reduced its Enterprise Products Partners (EPD) stake by 6.6% in Q2 2026, selling an estimated $1.58M and leaving 589,560 shares worth $21.7M. The position accounts for 0.03% of the portfolio, ranked #457.

Cerity Partners first reported a position in EPD in Q4 2019 and has held it in 27 quarters since. The position peaked at $23.9M in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Cerity Partners held 589,560 shares of Enterprise Products Partners worth $21.7M as of Q2 2026.
  • Cerity Partners sold 41,912 Enterprise Products Partners shares in Q2 2026, an estimated $1.58M.
  • Enterprise Products Partners made up 0.03% of Cerity Partners's portfolio in Q2 2026, its #457 holding.
  • Cerity Partners first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 27 quarters since.
  • Cerity Partners's Enterprise Products Partners position peaked at $23.9M in Q1 2026.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.