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 Q2	–	Sell	-11,000	Closed	-$416K	–	75
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

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

Claris Advisors's EPD Position: Q2 2026 in Review

Claris Advisors sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 11,000 shares — an estimated $416K sold.

Claris Advisors first reported a position in EPD in Q3 2024 and held it in 7 quarters. The position peaked at $416K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Claris Advisors reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
Claris Advisors sold 11,000 Enterprise Products Partners shares in Q2 2026, an estimated $416K.
Claris Advisors first reported a position in Enterprise Products Partners in Q3 2024 and held it in 7 quarters.
Claris Advisors's Enterprise Products Partners position peaked at $416K in Q1 2026.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Claris Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.