Herold Advisors’s Enterprise Products Partners EPD Stock Holding History

Herold 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	$247K	Buy	+6,747	New	+$255K	0.05%	243
2022 Q2	–	Sell	-1,300	Closed	-$33.6K	–	321
2022 Q1	$33.6K	Buy	+1,300	New	+$31.6K	0.01%	437
2021 Q4	–	Sell	-1,300	Closed	-$28K	–	317
2021 Q3	$28K	Buy	+1,300	New	+$29.5K	0.01%	468

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

Herold Advisors's EPD Position: Q2 2026 in Review

Herold Advisors opened a new position in Enterprise Products Partners (EPD) in Q2 2026: 6,747 shares worth $247K. The stake represents 0.05% of the portfolio and ranks #243 among its holdings. This is a return to the name: Herold Advisors previously reported a position in EPD as recently as Q1 2022.

Herold Advisors first reported a position in EPD in Q3 2021 and has held it in 3 quarters since. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Herold Advisors held 6,747 shares of Enterprise Products Partners worth $247K as of Q2 2026.
Enterprise Products Partners was a new Herold Advisors position in Q2 2026.
Enterprise Products Partners made up 0.05% of Herold Advisors's portfolio in Q2 2026, its #243 holding.
Herold Advisors first reported a position in Enterprise Products Partners in Q3 2021 and has held it in 3 quarters since.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.