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

Evercore 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
2026 Q2	$8.09M	Hold	219,962	–	–	0.11%	87
2026 Q1	$8.32M	Buy	219,962 +3,469	+2%	+$123K	0.13%	83
2025 Q4	$6.94M	Hold	216,493	–	–	0.1%	89
2025 Q3	$6.77M	Hold	216,493	–	–	0.1%	88
2025 Q2	$6.71M	Sell	216,493 -700	-0.3%	-$21.8K	0.1%	89
2025 Q1	$7.41M	Sell	217,193 -1,000	-0.5%	-$33.3K	0.12%	83
2024 Q4	$6.84M	Hold	218,193	–	–	0.1%	86
2024 Q3	$6.35M	Sell	218,193 -940	-0.4%	-$27.5K	0.1%	89
2024 Q2	$6.35M	Sell	219,133 -100	-0%	-$2.87K	0.1%	86
2024 Q1	$6.4M	Sell	219,233 -19,157	-8%	-$526K	0.1%	87
2023 Q4	$6.28M	Buy	238,390 +60,940	+34%	+$1.62M	0.11%	83
2023 Q3	$4.86M	Sell	177,450 -687	-0.4%	-$18.4K	0.09%	93
2023 Q2	$4.69M	Sell	178,137 -545	-0.3%	-$14.2K	0.09%	98
2023 Q1	$4.63M	Sell	178,682 -4,877	-3%	-$125K	0.09%	97
2022 Q4	$4.43M	Buy	183,559 +49,881	+37%	+$1.23M	0.09%	94
2022 Q3	$3.18M	Sell	133,678 -12,120	-8%	-$313K	0.07%	110
2022 Q2	$3.55M	Sell	145,798 -666	-0.5%	-$17.5K	0.07%	109
2022 Q1	$3.78M	Buy	146,464 +10,695	+8%	+$260K	0.07%	119
2021 Q4	$2.98M	Sell	135,769 -3,000	-2%	-$67.3K	0.05%	139
2021 Q3	$3M	Hold	138,769	–	–	0.05%	138
2021 Q2	$3.35M	Sell	138,769 -1,520	-1%	-$36K	0.06%	133
2021 Q1	$3.09M	Sell	140,289 -21,085	-13%	-$464K	0.06%	137
2020 Q4	$3.16M	Sell	161,374 -9,705	-6%	-$181K	0.07%	124
2020 Q3	$2.7M	Sell	171,079 -11,740	-6%	-$206K	0.07%	124
2020 Q2	$3.32M	Buy	182,819 +20,515	+13%	+$367K	0.09%	103
2020 Q1	$2.32M	Buy	162,304 +4,550	+3%	+$106K	0.08%	119
2019 Q4	$4.44M	Sell	157,754 -8,850	-5%	-$240K	0.12%	96
2019 Q3	$4.76M	Sell	166,604 -10,249	-6%	-$298K	0.14%	91
2019 Q2	$5.11M	Sell	176,853 -4,100	-2%	-$118K	0.16%	85
2019 Q1	$5.26M	Sell	180,953 -12,491	-6%	-$349K	0.17%	86
2018 Q4	$4.76M	Sell	193,444 -8,511	-4%	-$228K	0.18%	89
2018 Q3	$5.8M	Sell	201,955 -1,155	-0.6%	-$33.4K	0.19%	84
2018 Q2	$5.62M	Buy	203,110 +12,370	+6%	+$338K	0.19%	82
2018 Q1	$4.67M	Sell	190,740 -16,785	-8%	-$447K	0.18%	85
2017 Q4	$5.5M	Sell	207,525 -22,158	-10%	-$561K	0.2%	79
2017 Q3	$5.99M	Sell	229,683 -35,195	-13%	-$930K	0.23%	78
2017 Q2	$7.17M	Sell	264,878 -12,000	-4%	-$325K	0.28%	71
2017 Q1	$7.64M	Buy	276,878 +485	+0.2%	+$13.5K	0.3%	68
2016 Q4	$7.47M	Sell	276,393 -28,875	-9%	-$752K	0.31%	70
2016 Q3	$8.44M	Buy	305,268 +33,240	+12%	+$918K	0.35%	60
2016 Q2	$7.96M	Sell	272,028 -18,331	-6%	-$492K	0.35%	60
2016 Q1	$7.15M	Sell	290,359 -21,551	-7%	-$502K	0.32%	62
2015 Q4	$7.98M	Sell	311,910 -66,560	-18%	-$1.73M	0.37%	63
2015 Q3	$9.42M	Sell	378,470 -71,140	-16%	-$1.97M	0.45%	63
2015 Q2	$13.5M	Sell	449,610 -1,240	-0.3%	-$40.6K	0.61%	51
2015 Q1	$14.8M	Sell	450,850 -39,515	-8%	-$1.32M	0.68%	47
2014 Q4	$17.7M	Sell	490,365 -5,705	-1%	-$211K	0.88%	44
2014 Q3	$20M	Sell	496,070 -6,724	-1%	-$264K	1%	38
2014 Q2	$19.7M	Buy	502,794 +62,672	+14%	+$2.31M	1.01%	36
2014 Q1	$15.3M	Buy	440,122 +11,278	+3%	+$374K	0.86%	43
2013 Q4	$14.2M	Buy	428,844 +7,630	+2%	+$238K	0.78%	45
2013 Q3	$12.8M	Buy	421,214 +12,390	+3%	+$379K	0.74%	44
2013 Q2	$12.7M	Buy	+408,824	New	+$12.4M	0.72%	44

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

Evercore Wealth Management's EPD Position: Q2 2026 in Review

Evercore Wealth Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 219,962 shares worth $8.09M. The position accounts for 0.11% of the portfolio, ranked #87.

Evercore Wealth Management first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $20M in Q3 2014. 1,582 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Evercore Wealth Management held 219,962 shares of Enterprise Products Partners worth $8.09M as of Q2 2026.
Evercore Wealth Management left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.11% of Evercore Wealth Management's portfolio in Q2 2026, its #87 holding.
Evercore Wealth Management first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
Evercore Wealth Management's Enterprise Products Partners position peaked at $20M in Q3 2014.
1,582 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.