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Claris Advisors’s Enterprise Products Partners EPD Stock Holding History

Claris 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
Q1 		$416K Hold
11,000
– – 0.12% 47
2025
Q4 		$353K Hold
11,000
– – 0.11% 51
2025
Q3 		$341K Hold
11,000
– – 0.12% 53
2025
Q2 		$341K Hold
11,000
– – 0.12% 53
2025
Q1 		$376K Hold
11,000
– – 0.14% 51
2024
Q4 		$345K Buy
11,000
+10,300
+1,471% +$316K 0.13% 48
2024
Q3 		$20.4K Buy
+700
New +$20.4K 0.01% 183

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Claris Advisors's EPD Position: Q1 2026 in Review

Claris Advisors held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 11,000 shares worth $416K. The position accounts for 0.12% of the portfolio, ranked #47.

Claris Advisors first reported a position in EPD in Q3 2024 and has held it in 7 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Claris Advisors held 11,000 shares of Enterprise Products Partners worth $416K as of Q1 2026.
  • Claris Advisors left its Enterprise Products Partners share count unchanged in Q1 2026.
  • Enterprise Products Partners made up 0.12% of Claris Advisors's portfolio in Q1 2026, its #47 holding.
  • Claris Advisors first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 7 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.