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Crestwood Advisors Group’s Enterprise Products Partners EPD Stock Holding History

Crestwood Advisors Group’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 		$248K Sell
6,733
-4,400
-40% -$166K ﹤0.01% 758
2026
Q1 		$421K Sell
11,133
-4,259
-28% -$151K 0.01% 472
2025
Q4 		$493K Sell
15,392
-1
-0% -$32 0.01% 393
2025
Q3 		$481K Sell
15,393
-799
-5% -$25.2K 0.01% 368
2025
Q2 		$502K Buy
16,192
+600
+4% +$18.7K 0.01% 347
2025
Q1 		$532K Hold
15,592
– – 0.01% 334
2024
Q4 		$489K Hold
15,592
– – 0.01% 309
2024
Q3 		$454K Sell
15,592
-2,107
-12% -$61.5K 0.01% 304
2024
Q2 		$513K Hold
17,699
– – 0.01% 277
2024
Q1 		$516K Hold
17,699
– – 0.01% 271
2023
Q4 		$466K Hold
17,699
– – 0.01% 265
2023
Q3 		$484K Buy
+17,699
New +$473K 0.01% 247
2017
Q4 		– Sell
-8,217
Closed -$214K – 196
2017
Q3 		$214K Buy
+8,217
New +$217K 0.02% 143
2017
Q2 		– Sell
-5,060
Closed -$138K – 238
2017
Q1 		$138K Buy
+5,060
New +$141K 0.01% 165
2016
Q3 		– Sell
-7,060
Closed -$207K – 132
2016
Q2 		$207K Buy
+7,060
New +$190K 0.03% 127
2015
Q1 		– Sell
-6,264
Closed -$226K – 158
2014
Q4 		$226K Buy
+6,264
New +$232K 0.03% 133

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

Crestwood Advisors Group's EPD Position: Q2 2026 in Review

Crestwood Advisors Group reduced its Enterprise Products Partners (EPD) stake by 40% in Q2 2026, selling an estimated $166K and leaving 6,733 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #758.

Crestwood Advisors Group first reported a position in EPD in Q4 2014 and has held it in 16 quarters since. The position peaked at $532K in Q1 2025. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Crestwood Advisors Group held 6,733 shares of Enterprise Products Partners worth $248K as of Q2 2026.
  • Crestwood Advisors Group sold 4,400 Enterprise Products Partners shares in Q2 2026, an estimated $166K.
  • Enterprise Products Partners made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #758 holding.
  • Crestwood Advisors Group first reported a position in Enterprise Products Partners in Q4 2014 and has held it in 16 quarters since.
  • Crestwood Advisors Group's Enterprise Products Partners position peaked at $532K in Q1 2025.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.