Kovitz Investment Group Partners
EPD icon

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
Q2 		$300K Buy
8,166
+76
+0.9% +$2.87K 0.01% 434
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

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

Kovitz Investment Group Partners's EPD Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its Enterprise Products Partners (EPD) stake by 0.94% in Q2 2026, buying an estimated $2.87K and bringing the position to 8,166 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #434.

Kovitz Investment Group Partners first reported a position in EPD in Q2 2020 and has held it in 14 quarters since. The position peaked at $5.42M in Q2 2025. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Kovitz Investment Group Partners held 8,166 shares of Enterprise Products Partners worth $300K as of Q2 2026.
  • Kovitz Investment Group Partners bought 76 Enterprise Products Partners shares in Q2 2026, an estimated $2.87K.
  • Enterprise Products Partners made up 0.01% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #434 holding.
  • Kovitz Investment Group Partners first reported a position in Enterprise Products Partners in Q2 2020 and has held it in 14 quarters since.
  • Kovitz Investment Group Partners's Enterprise Products Partners position peaked at $5.42M in Q2 2025.
  • 1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.