EPW
EPD icon

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

Evolve 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 		– Sell
-154,492
Closed -$5.85M – 1072
2026
Q1 		$5.85M Buy
154,492
+134,218
+662% +$4.75M 0.31% 51
2025
Q4 		$650K Buy
+20,274
New +$641K 0.04% 429

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

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

Evolve Private Wealth sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 154,492 shares — an estimated $5.85M sold.

Evolve Private Wealth first reported a position in EPD in Q4 2025 and held it in 2 quarters. The position peaked at $5.85M in Q1 2026. 1,582 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Evolve Private Wealth reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 154,492 Enterprise Products Partners shares in Q2 2026, an estimated $5.85M.
  • Evolve Private Wealth first reported a position in Enterprise Products Partners in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Enterprise Products Partners position peaked at $5.85M in Q1 2026.
  • 1,582 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

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