Ipswich Investment Management’s Enterprise Products Partners EPD Stock Holding History

Ipswich Investment 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	$887K	Buy	24,127 +1,000	+4%	+$37.7K	0.19%	97
2026 Q1	$875K	Hold	23,127	–	–	0.21%	93
2025 Q4	$741K	Hold	23,127	–	–	0.17%	98
2025 Q3	$723K	Hold	23,127	–	–	0.17%	103
2025 Q2	$717K	Hold	23,127	–	–	0.17%	106
2025 Q1	$790K	Hold	23,127	–	–	0.2%	99
2024 Q4	$725K	Hold	23,127	–	–	0.17%	105
2024 Q3	$673K	Hold	23,127	–	–	0.16%	108
2024 Q2	$670K	Hold	23,127	–	–	0.16%	108
2024 Q1	$675K	Buy	23,127 +2,500	+12%	+$68.6K	0.16%	111
2023 Q4	$544K	Sell	20,627 -800	-4%	-$21.3K	0.14%	122
2023 Q3	$586K	Sell	21,427 -300	-1%	-$8.02K	0.16%	114
2023 Q2	$573K	Sell	21,727 -215	-1%	-$5.62K	0.15%	115
2023 Q1	$568K	Buy	21,942 +1,595	+8%	+$41K	0.16%	117
2022 Q4	$491K	Sell	20,347 -80	-0.4%	-$1.97K	0.14%	124
2022 Q3	$486K	Sell	20,427 -400	-2%	-$10.3K	0.15%	121
2022 Q2	$508K	Sell	20,827 -500	-2%	-$13.2K	0.15%	119
2022 Q1	$550K	Buy	21,327 +2,000	+10%	+$48.6K	0.14%	123
2021 Q4	$424K	Sell	19,327 -115	-0.6%	-$2.58K	0.1%	144
2021 Q3	$421K	Buy	19,442 +415	+2%	+$9.43K	0.11%	142
2021 Q2	$459K	Hold	19,027	–	–	0.12%	135
2021 Q1	$419K	Hold	19,027	–	–	0.12%	133
2020 Q4	$373K	Sell	19,027 -3,700	-16%	-$68.9K	0.11%	133
2020 Q3	$359K	Buy	22,727 +1,290	+6%	+$22.6K	0.12%	127
2020 Q2	$390K	Sell	21,437 -2,500	-10%	-$44.7K	0.13%	121
2020 Q1	$342K	Sell	23,937 -900	-4%	-$20.9K	0.13%	121
2019 Q4	$699K	Buy	24,837 +3,175	+15%	+$86.1K	0.21%	103
2019 Q3	$619K	Buy	21,662 +5,300	+32%	+$154K	0.2%	107
2019 Q2	$472K	Buy	16,362 +877	+6%	+$25.3K	0.15%	119
2019 Q1	$451K	Buy	15,485 +1,202	+8%	+$33.6K	0.15%	119
2018 Q4	$351K	Sell	14,283 -1,373	-9%	-$36.8K	0.13%	124
2018 Q3	$450K	Sell	15,656 -98	-0.6%	-$2.83K	0.15%	120
2018 Q2	$436K	Buy	15,754 +6,555	+71%	+$179K	0.2%	74
2018 Q1	$225K	Sell	9,199 -700	-7%	-$18.6K	0.09%	138
2017 Q4	$262K	Buy	9,899 +375	+4%	+$9.49K	0.11%	127
2017 Q3	$248K	Hold	9,524	–	–	0.11%	125
2017 Q2	$258K	Hold	9,524	–	–	0.12%	121
2017 Q1	$263K	Sell	9,524 -100	-1%	-$2.79K	0.11%	114
2016 Q4	$260K	Sell	9,624 -1,700	-15%	-$44.3K	0.12%	111
2016 Q3	$313K	Hold	11,324	–	–	0.15%	105
2016 Q2	$331K	Sell	11,324 -1,500	-12%	-$40.3K	0.16%	105
2016 Q1	$329K	Hold	12,824	–	–	0.16%	98
2015 Q4	$328K	Hold	12,824	–	–	0.15%	96
2015 Q3	$319K	Buy	+12,824	New	+$356K	0.15%	103

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

Ipswich Investment Management's EPD Position: Q2 2026 in Review

Ipswich Investment Management increased its Enterprise Products Partners (EPD) stake by 4.3% in Q2 2026, buying an estimated $37.7K and bringing the position to 24,127 shares worth $887K. The position accounts for 0.19% of the portfolio, ranked #97.

Ipswich Investment Management first reported a position in EPD in Q3 2015 and has held it in 44 quarters since. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Ipswich Investment Management held 24,127 shares of Enterprise Products Partners worth $887K as of Q2 2026.
Ipswich Investment Management bought 1,000 Enterprise Products Partners shares in Q2 2026, an estimated $37.7K.
Enterprise Products Partners made up 0.19% of Ipswich Investment Management's portfolio in Q2 2026, its #97 holding.
Ipswich Investment Management first reported a position in Enterprise Products Partners in Q3 2015 and has held it in 44 quarters since.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Ipswich Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.