EWA
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EP Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

EP Wealth 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 		$9.39M Buy
255,531
+56,158
+28% +$2.12M 0.04% 283
2026
Q1 		$7.54M Sell
199,373
-24,234
-11% -$858K 0.04% 251
2025
Q4 		$7.17M Buy
+223,607
New +$7.07M 0.04% 233
2025
Q2 		$6.2M Buy
199,970
+16,560
+9% +$516K 0.04% 237
2025
Q1 		$6.26M Buy
183,410
+766
+0.4% +$25.5K 0.05% 197
2024
Q4 		$5.73M Sell
182,644
-12,856
-7% -$395K 0.05% 199
2024
Q3 		$5.69M Buy
195,500
+47,606
+32% +$1.39M 0.05% 206
2024
Q2 		$4.29M Sell
147,894
-21,929
-13% -$629K 0.05% 196
2024
Q1 		$4.96M Buy
169,823
+37,184
+28% +$1.02M 0.06% 173
2023
Q4 		$3.5M Buy
132,639
+20,151
+18% +$537K 0.04% 201
2023
Q3 		$3.08M Buy
112,488
+109,113
+3,233% +$2.92M 0.05% 195
2023
Q2 		$2.82M Sell
3,375
-3,236
-49% -$84.6K 0.04% 209
2023
Q1 		$758K Sell
6,611
-3,408
-34% -$87.5K 0.01% 341
2022
Q4 		$242K Sell
10,019
-7,901
-44% -$194K ﹤0.01% 507
2022
Q3 		$426K Buy
17,920
+9,360
+109% +$241K 0.01% 288
2022
Q2 		$209K Sell
8,560
-1,004
-10% -$26.4K ﹤0.01% 562
2022
Q1 		$247K Buy
+9,564
New +$232K 0.01% 523
2020
Q1 		– Sell
-22,213
Closed -$626K – 393
2019
Q4 		$626K Buy
+22,213
New +$602K 0.03% 247
2018
Q1 		– Sell
-9,474
Closed -$251K – 208
2017
Q4 		$251K Buy
+9,474
New +$240K 0.03% 164
2017
Q3 		– Sell
-26,782
Closed -$725K – 183
2017
Q2 		$725K Sell
26,782
-8,641
-24% -$234K 0.09% 89
2017
Q1 		$978K Buy
+35,423
New +$989K 0.13% 60

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

EP Wealth Advisors's EPD Position: Q2 2026 in Review

EP Wealth Advisors increased its Enterprise Products Partners (EPD) stake by 28% in Q2 2026, buying an estimated $2.12M and bringing the position to 255,531 shares worth $9.39M. The position accounts for 0.04% of the portfolio, ranked #283.

EP Wealth Advisors first reported a position in EPD in Q1 2017 and has held it in 21 quarters since. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • EP Wealth Advisors held 255,531 shares of Enterprise Products Partners worth $9.39M as of Q2 2026.
  • EP Wealth Advisors bought 56,158 Enterprise Products Partners shares in Q2 2026, an estimated $2.12M.
  • Enterprise Products Partners made up 0.04% of EP Wealth Advisors's portfolio in Q2 2026, its #283 holding.
  • EP Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2017 and has held it in 21 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

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