CRA Financial Services’s Enterprise Products Partners EPD Stock Holding History

CRA Financial Services’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	$533K	Buy	14,503 +14	+0.1%	+$528	0.06%	192
2026 Q1	$548K	Sell	14,489 -53	-0.4%	-$1.88K	0.07%	171
2025 Q4	$466K	Buy	14,542 +85	+0.6%	+$2.69K	0.06%	182
2025 Q3	$452K	Buy	14,457 +26	+0.2%	+$820	0.06%	183
2025 Q2	$448K	Buy	14,431 +383	+3%	+$11.9K	0.07%	175
2025 Q1	$480K	Buy	14,048 +7,413	+112%	+$247K	0.08%	154
2024 Q4	$208K	Buy	+6,635	New	+$204K	0.04%	255

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

CRA Financial Services's EPD Position: Q2 2026 in Review

CRA Financial Services increased its Enterprise Products Partners (EPD) stake by 0.1% in Q2 2026, buying an estimated $528 and bringing the position to 14,503 shares worth $533K. The position accounts for 0.06% of the portfolio, ranked #192.

CRA Financial Services first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $548K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

CRA Financial Services held 14,503 shares of Enterprise Products Partners worth $533K as of Q2 2026.
CRA Financial Services bought 14 Enterprise Products Partners shares in Q2 2026, an estimated $528.
Enterprise Products Partners made up 0.06% of CRA Financial Services's portfolio in Q2 2026, its #192 holding.
CRA Financial Services first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
CRA Financial Services's Enterprise Products Partners position peaked at $548K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.