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Congress Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Congress Wealth Management’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
2025
Q2 		$15.2M Buy
489,122
+6,264
+1% +$195K 0.15% 171
2025
Q1 		$16.5M Buy
482,858
+20,591
+4% +$686K 0.2% 133
2024
Q4 		$14.5M Buy
462,267
+14,550
+3% +$447K 0.2% 148
2024
Q3 		$13M Buy
447,717
+411,904
+1,150% +$12M 0.17% 174
2024
Q2 		$1.04M Buy
35,813
+287
+0.8% +$8.23K 0.02% 420
2024
Q1 		$1.04M Sell
35,526
-13,336
-27% -$366K 0.02% 372
2023
Q4 		$1.29M Buy
48,862
+4,978
+11% +$133K 0.02% 365
2023
Q3 		$1.2M Buy
43,884
+32,934
+301% +$881K 0.02% 356
2023
Q2 		$289K Buy
10,950
+100
+0.9% +$2.61K 0.01% 490
2023
Q1 		$281K Buy
10,850
+200
+2% +$5.14K 0.01% 492
2022
Q4 		$257K Sell
10,650
-2,150
-17% -$52.9K 0.01% 505
2022
Q3 		$304K Hold
12,800
– – 0.01% 470
2022
Q2 		$311K Sell
12,800
-1,300
-9% -$34.2K 0.01% 470
2022
Q1 		$364K Sell
14,100
-1,960
-12% -$47.6K 0.01% 480
2021
Q4 		$353K Buy
+16,060
New +$360K 0.01% 505

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Congress Wealth Management's EPD Position: Q2 2025 in Review

Congress Wealth Management increased its Enterprise Products Partners (EPD) stake by 1.3% in Q2 2025, buying an estimated $195K and bringing the position to 489,122 shares worth $15.2M. The position accounts for 0.15% of the portfolio, ranked #171.

Congress Wealth Management first reported a position in EPD in Q4 2021 and has held it in 15 quarters since. The position peaked at $16.5M in Q1 2025. 1,440 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

  • Congress Wealth Management held 489,122 shares of Enterprise Products Partners worth $15.2M as of Q2 2025.
  • Congress Wealth Management bought 6,264 Enterprise Products Partners shares in Q2 2025, an estimated $195K.
  • Enterprise Products Partners made up 0.15% of Congress Wealth Management's portfolio in Q2 2025, its #171 holding.
  • Congress Wealth Management first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 15 quarters since.
  • Congress Wealth Management's Enterprise Products Partners position peaked at $16.5M in Q1 2025.
  • 1,440 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.