Kovitz Investment Group Partners’s Enterprise Products Partners EPD Stock Holding History

Kovitz Investment Group Partners’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 Q1	$306K	Sell	8,090 -5,341	-40%	-$189K	0.01%	444
2025 Q4	$431K	Sell	13,431 -85,332	-86%	-$2.7M	0.01%	407
2025 Q3	$3.09M	Sell	98,763 -75,870	-43%	-$2.39M	0.01%	548
2025 Q2	$5.42M	Buy	174,633 +40,638	+30%	+$1.27M	0.02%	437
2025 Q1	$4.57M	Sell	133,995 -29,087	-18%	-$969K	0.02%	421
2024 Q4	$5.11M	Buy	163,082 +3,871	+2%	+$119K	0.03%	395
2024 Q3	$4.63M	Buy	159,211 +9,043	+6%	+$264K	0.03%	353
2024 Q2	$4.35M	Buy	150,168 +136,885	+1,031%	+$3.92M	0.04%	307
2024 Q1	$388K	Sell	13,283 -108,293	-89%	-$2.97M	﹤0.01%	547
2023 Q4	$3.2M	Buy	121,576 +4,359	+4%	+$116K	0.05%	199
2023 Q3	$3.21M	Buy	117,217 +53	+0%	+$1.42K	0.06%	189
2023 Q2	$3.09M	Buy	+117,164	New	+$3.06M	0.05%	204
2020 Q3	–	Sell	-10,952	Closed	-$199K	–	408
2020 Q2	$199K	Buy	+10,952	New	+$196K	0.01%	372

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Kovitz Investment Group Partners's EPD Position: Q1 2026 in Review

Kovitz Investment Group Partners reduced its Enterprise Products Partners (EPD) stake by 40% in Q1 2026, selling an estimated $189K and leaving 8,090 shares worth $306K. The position accounts for 0.01% of the portfolio, ranked #444.

Kovitz Investment Group Partners first reported a position in EPD in Q2 2020 and has held it in 13 quarters since. The position peaked at $5.42M in Q2 2025. 1,611 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Kovitz Investment Group Partners held 8,090 shares of Enterprise Products Partners worth $306K as of Q1 2026.
Kovitz Investment Group Partners sold 5,341 Enterprise Products Partners shares in Q1 2026, an estimated $189K.
Enterprise Products Partners made up 0.01% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #444 holding.
Kovitz Investment Group Partners first reported a position in Enterprise Products Partners in Q2 2020 and has held it in 13 quarters since.
Kovitz Investment Group Partners's Enterprise Products Partners position peaked at $5.42M in Q2 2025.
1,611 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.