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Choate Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Choate Investment Advisors’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 		$8.43M Sell
229,260
-2,680
-1% -$101K 0.15% 70
2026
Q1 		$8.78M Sell
231,940
-34,051
-13% -$1.21M 0.17% 64
2025
Q4 		$8.53M Sell
265,991
-10,498
-4% -$332K 0.17% 63
2025
Q3 		$8.65M Sell
276,489
-19,781
-7% -$624K 0.18% 63
2025
Q2 		$9.19M Sell
296,270
-1,502
-0.5% -$46.8K 0.2% 64
2025
Q1 		$10.2M Sell
297,772
-6,849
-2% -$228K 0.25% 58
2024
Q4 		$9.56M Sell
304,621
-6,343
-2% -$195K 0.23% 57
2024
Q3 		$9.05M Sell
310,964
-9,715
-3% -$284K 0.23% 60
2024
Q2 		$9.29M Sell
320,679
-1,964
-0.6% -$56.3K 0.24% 54
2024
Q1 		$9.41M Sell
322,643
-36,017
-10% -$989K 0.25% 53
2023
Q4 		$9.45M Buy
358,660
+279,793
+355% +$7.45M 0.29% 40
2023
Q3 		$2.16M Buy
78,867
+24,436
+45% +$654K 0.08% 104
2023
Q2 		$1.43M Hold
54,431
– – 0.06% 109
2023
Q1 		$1.41M Hold
54,431
– – 0.07% 105
2022
Q4 		$1.31M Buy
54,431
+43,063
+379% +$1.06M 0.08% 102
2022
Q3 		$270K Hold
11,368
– – 0.02% 211
2022
Q2 		$277K Buy
+11,368
New +$299K 0.02% 222

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

Choate Investment Advisors's EPD Position: Q2 2026 in Review

Choate Investment Advisors reduced its Enterprise Products Partners (EPD) stake by 1.2% in Q2 2026, selling an estimated $101K and leaving 229,260 shares worth $8.43M. The position accounts for 0.15% of the portfolio, ranked #70.

Choate Investment Advisors first reported a position in EPD in Q2 2022 and has held it in 17 quarters since. The position peaked at $10.2M in Q1 2025. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Choate Investment Advisors held 229,260 shares of Enterprise Products Partners worth $8.43M as of Q2 2026.
  • Choate Investment Advisors sold 2,680 Enterprise Products Partners shares in Q2 2026, an estimated $101K.
  • Enterprise Products Partners made up 0.15% of Choate Investment Advisors's portfolio in Q2 2026, its #70 holding.
  • Choate Investment Advisors first reported a position in Enterprise Products Partners in Q2 2022 and has held it in 17 quarters since.
  • Choate Investment Advisors's Enterprise Products Partners position peaked at $10.2M in Q1 2025.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.