Coastal Bridge Advisors’s Enterprise Products Partners EPD Stock Holding History

Coastal Bridge 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	$506K	Buy	13,766 +3,471	+34%	+$131K	0.03%	319
2026 Q1	$390K	Buy	10,295 +33	+0.3%	+$1.17K	0.03%	345
2025 Q4	$329K	Sell	10,262 -701	-6%	-$22.2K	0.02%	354
2025 Q3	$343K	Buy	10,963 +739	+7%	+$23.3K	0.03%	346
2025 Q2	$317K	Sell	10,224 -981	-9%	-$30.6K	0.03%	347
2025 Q1	$383K	Buy	+11,205	New	+$373K	0.03%	315
2022 Q4	–	Sell	-16,219	Closed	-$386K	–	182
2022 Q3	$386K	Buy	+16,219	New	+$418K	0.1%	98
2020 Q3	–	Sell	-14,273	Closed	-$259K	–	131
2020 Q2	$259K	Sell	14,273 -5,569	-28%	-$99.6K	0.08%	106
2020 Q1	$284K	Buy	19,842 +12,653	+176%	+$294K	0.1%	94
2019 Q4	$202K	Sell	7,189 -10,266	-59%	-$278K	0.05%	117
2019 Q3	$499K	Buy	+17,455	New	+$508K	0.17%	77

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 $39B AUM 18.55% 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

Coastal Bridge Advisors's EPD Position: Q2 2026 in Review

Coastal Bridge Advisors increased its Enterprise Products Partners (EPD) stake by 34% in Q2 2026, buying an estimated $131K and bringing the position to 13,766 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #319.

Coastal Bridge Advisors first reported a position in EPD in Q3 2019 and has held it in 11 quarters since. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Coastal Bridge Advisors held 13,766 shares of Enterprise Products Partners worth $506K as of Q2 2026.
Coastal Bridge Advisors bought 3,471 Enterprise Products Partners shares in Q2 2026, an estimated $131K.
Enterprise Products Partners made up 0.03% of Coastal Bridge Advisors's portfolio in Q2 2026, its #319 holding.
Coastal Bridge Advisors first reported a position in Enterprise Products Partners in Q3 2019 and has held it in 11 quarters since.
1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.