First Foundation Advisors’s Enterprise Products Partners EPD Stock Holding History

First Foundation 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	$5.5M	Sell	149,591 -688	-0.5%	-$26K	0.2%	77
2026 Q1	$5.69M	Buy	150,279 +217	+0.1%	+$7.68K	0.23%	73
2025 Q4	$4.81M	Buy	150,062 +19,428	+15%	+$614K	0.18%	87
2025 Q3	$4.08M	Buy	130,634 +121,624	+1,350%	+$3.84M	0.15%	97
2025 Q2	$279K	Sell	9,010 -1,050	-10%	-$32.7K	0.01%	294
2025 Q1	$343K	Hold	10,060	–	–	0.01%	257
2024 Q4	$315K	Buy	10,060 +2,008	+25%	+$61.7K	0.01%	283
2024 Q3	$234K	Buy	8,052 +452	+6%	+$13.2K	0.01%	318
2024 Q2	$220K	Hold	7,600	–	–	0.01%	313
2024 Q1	$222K	Sell	7,600 -546	-7%	-$15K	0.01%	319
2023 Q4	$215K	Hold	8,146	–	–	0.01%	328
2023 Q3	$223K	Hold	8,146	–	–	0.01%	374
2023 Q2	$215K	Sell	8,146 -5,707	-41%	-$149K	0.01%	375
2023 Q1	$359K	Sell	13,853 -334	-2%	-$8.58K	0.02%	274
2022 Q4	$342K	Sell	14,187 -5,705	-29%	-$140K	0.02%	289
2022 Q3	$473K	Sell	19,892 -3,102	-13%	-$80K	0.02%	240
2022 Q2	$560K	Sell	22,994 -33,857	-60%	-$891K	0.02%	236
2022 Q1	$1.47M	Buy	56,851 +6,100	+12%	+$148K	0.05%	162
2021 Q4	$1.11M	Buy	50,751 +41,192	+431%	+$924K	0.04%	192
2021 Q3	$207K	Hold	9,559	–	–	0.01%	421
2021 Q2	$231K	Sell	9,559 -1,350	-12%	-$32K	0.01%	403
2021 Q1	$240K	Sell	10,909 -23,100	-68%	-$508K	0.01%	368
2020 Q4	$667K	Sell	34,009 -2,594	-7%	-$48.3K	0.03%	236
2020 Q3	$578K	Buy	36,603 +9,500	+35%	+$166K	0.03%	222
2020 Q2	$492K	Sell	27,103 -4,000	-13%	-$71.5K	0.03%	236
2020 Q1	$445K	Buy	31,103 +12,894	+71%	+$299K	0.03%	234
2019 Q4	$513K	Hold	18,209	–	–	0.03%	246
2019 Q3	$520K	Buy	18,209 +4,106	+29%	+$120K	0.03%	222
2019 Q2	$407K	Sell	14,103 -1	-0%	-$29	0.02%	243
2019 Q1	$410K	Sell	14,104 -3,450	-20%	-$96.4K	0.02%	236
2018 Q4	$432K	Sell	17,554 -467	-3%	-$12.5K	0.03%	280
2018 Q3	$518K	Sell	18,021 -16,933	-48%	-$489K	0.03%	229
2018 Q2	$967K	Buy	34,954 +16,137	+86%	+$441K	0.06%	165
2018 Q1	$461K	Buy	18,817 +6,654	+55%	+$177K	0.03%	220
2017 Q4	$322K	Buy	12,163 +2,018	+20%	+$51.1K	0.02%	267
2017 Q3	$264K	Sell	10,145 -800	-7%	-$21.1K	0.02%	263
2017 Q2	$296K	Buy	10,945 +522	+5%	+$14.1K	0.02%	254
2017 Q1	$288K	Sell	10,423 -850	-8%	-$23.7K	0.02%	267
2016 Q4	$305K	Hold	11,273	–	–	0.02%	247
2016 Q3	$311K	Hold	11,273	–	–	0.02%	231
2016 Q2	$330K	Sell	11,273 -3,946	-26%	-$106K	0.02%	231
2016 Q1	$375K	Sell	15,219 -15,487	-50%	-$361K	0.03%	202
2015 Q4	$785K	Sell	30,706 -9,557	-24%	-$248K	0.05%	147
2015 Q3	$1M	Buy	40,263 +1,822	+5%	+$50.5K	0.08%	118
2015 Q2	$1.15M	Sell	38,441 -51	-0.1%	-$1.67K	0.09%	108
2015 Q1	$1.27M	Buy	38,492 +3,470	+10%	+$116K	0.11%	94
2014 Q4	$1.26M	Sell	35,022 -14,686	-30%	-$543K	0.11%	86
2014 Q3	$2M	Sell	49,708 -22,574	-31%	-$886K	0.2%	59
2014 Q2	$2.83M	Buy	72,282 +1,832	+3%	+$67.6K	0.31%	48
2014 Q1	$2.44M	Buy	70,450 +998	+1%	+$33.1K	0.3%	47
2013 Q4	$2.3M	Buy	69,452 +5,360	+8%	+$167K	0.31%	47
2013 Q3	$1.96M	Buy	64,092 +1,328	+2%	+$40.6K	0.3%	45
2013 Q2	$1.95M	Buy	+62,764	New	+$1.9M	0.38%	41

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

First Foundation Advisors's EPD Position: Q2 2026 in Review

First Foundation Advisors reduced its Enterprise Products Partners (EPD) stake by 0.46% in Q2 2026, selling an estimated $26K and leaving 149,591 shares worth $5.5M. The position accounts for 0.2% of the portfolio, ranked #77.

First Foundation Advisors first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $5.69M in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

First Foundation Advisors held 149,591 shares of Enterprise Products Partners worth $5.5M as of Q2 2026.
First Foundation Advisors sold 688 Enterprise Products Partners shares in Q2 2026, an estimated $26K.
Enterprise Products Partners made up 0.2% of First Foundation Advisors's portfolio in Q2 2026, its #77 holding.
First Foundation Advisors first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
First Foundation Advisors's Enterprise Products Partners position peaked at $5.69M in Q1 2026.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.