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Farther Finance Advisors’s Enterprise Products Partners EPD Stock Holding History

Farther Finance 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 		$2.75M Sell
74,916
-10,542
-12% -$398K 0.02% 607
2026
Q1 		$3.2M Sell
85,458
-22,988
-21% -$814K 0.03% 482
2025
Q4 		$3.48M Buy
108,446
+39,241
+57% +$1.24M 0.04% 409
2025
Q3 		$2.16M Buy
69,205
+4,239
+7% +$134K 0.03% 429
2025
Q2 		$2.01M Buy
64,966
+21,366
+49% +$666K 0.04% 363
2025
Q1 		$1.49M Buy
43,600
+34,449
+376% +$1.15M 0.04% 369
2024
Q4 		$287K Sell
9,151
-886
-9% -$27.2K 0.01% 824
2024
Q3 		$292K Buy
10,037
+3,607
+56% +$105K 0.01% 843
2024
Q2 		$186K Sell
6,430
-381
-6% -$10.9K 0.01% 856
2024
Q1 		$200K Sell
6,811
-99
-1% -$2.72K 0.01% 684
2023
Q4 		$182K Buy
6,910
+2,984
+76% +$79.5K 0.01% 575
2023
Q3 		$107K Buy
3,926
+16
+0.4% +$428 0.02% 532
2023
Q2 		$103K Buy
3,910
+1
+0% +$26 0.02% 449
2023
Q1 		$101K Sell
3,909
-377
-9% -$9.68K 0.03% 406
2022
Q4 		$103K Buy
+4,286
New +$106K 0.04% 323

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

Farther Finance Advisors's EPD Position: Q2 2026 in Review

Farther Finance Advisors reduced its Enterprise Products Partners (EPD) stake by 12% in Q2 2026, selling an estimated $398K and leaving 74,916 shares worth $2.75M. The position accounts for 0.02% of the portfolio, ranked #607.

Farther Finance Advisors first reported a position in EPD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.48M in Q4 2025. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Farther Finance Advisors held 74,916 shares of Enterprise Products Partners worth $2.75M as of Q2 2026.
  • Farther Finance Advisors sold 10,542 Enterprise Products Partners shares in Q2 2026, an estimated $398K.
  • Enterprise Products Partners made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #607 holding.
  • Farther Finance Advisors first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's Enterprise Products Partners position peaked at $3.48M in Q4 2025.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.