Corient Private Wealth
EPD icon

Corient Private Wealth’s Enterprise Products Partners EPD Stock Holding History

Corient Private Wealth’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 		$97.2M Sell
2,643,627
-98,056
-4% -$3.7M 0.13% 148
2026
Q1 		$94.8M Buy
2,741,683
+30,038
+1% +$1.06M 0.14% 145
2025
Q4 		$86.9M Sell
2,711,645
-28,452
-1% -$900K 0.12% 169
2025
Q3 		$85.1M Buy
2,740,097
+332,553
+14% +$10.5M 0.13% 156
2025
Q2 		$74.7M Buy
2,407,544
+1,307,485
+119% +$40.7M 0.1% 184
2025
Q1 		$37.6M Sell
1,100,059
-336,249
-23% -$11.2M 0.06% 273
2024
Q4 		$36.7M Buy
1,436,308
+29,177
+2% +$896K 0.06% 273
2024
Q3 		$41M Sell
1,407,131
-97,891
-7% -$2.86M 0.06% 274
2024
Q2 		$43.6M Buy
1,505,022
+73,123
+5% +$2.1M 0.08% 248
2024
Q1 		$41.8M Buy
1,431,899
+70,408
+5% +$1.93M 0.07% 255
2023
Q4 		$35.9M Sell
1,361,491
-110,497
-8% -$2.94M 0.07% 277
2023
Q3 		$40.3M Buy
1,471,988
+52,073
+4% +$1.39M 0.09% 231
2023
Q2 		$37.4M Buy
1,419,915
+208,443
+17% +$5.45M 0.09% 233
2023
Q1 		$31.4M Buy
1,211,472
+342,637
+39% +$8.8M 0.08% 225
2022
Q4 		$21M Buy
+868,835
New +$21.4M 0.08% 258

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

Corient Private Wealth's EPD Position: Q2 2026 in Review

Corient Private Wealth reduced its Enterprise Products Partners (EPD) stake by 3.6% in Q2 2026, selling an estimated $3.7M and leaving 2,643,627 shares worth $97.2M. The position accounts for 0.13% of the portfolio, ranked #148.

Corient Private Wealth first reported a position in EPD in Q4 2022 and has held it in 15 quarters since. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Corient Private Wealth held 2,643,627 shares of Enterprise Products Partners worth $97.2M as of Q2 2026.
  • Corient Private Wealth sold 98,056 Enterprise Products Partners shares in Q2 2026, an estimated $3.7M.
  • Enterprise Products Partners made up 0.13% of Corient Private Wealth's portfolio in Q2 2026, its #148 holding.
  • Corient Private Wealth first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 15 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.