Mercer Global Advisors
EPD icon

Mercer Global Advisors’s Enterprise Products Partners EPD Stock Holding History

Mercer Global 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
Q1 		$13M Sell
344,002
-15,833
-4% -$560K 0.02% 430
2025
Q4 		$11.5M Buy
359,835
+14,860
+4% +$470K 0.02% 457
2025
Q3 		$10.8M Buy
344,975
+24,075
+8% +$760K 0.02% 447
2025
Q2 		$9.95M Buy
320,900
+61,325
+24% +$1.91M 0.02% 384
2025
Q1 		$8.86M Sell
259,575
-151,449
-37% -$5.04M 0.02% 390
2024
Q4 		$12.9M Buy
411,024
+122,338
+42% +$3.76M 0.03% 302
2024
Q3 		$8.46M Buy
288,686
+20,307
+8% +$593K 0.02% 356
2024
Q2 		$7.78M Sell
268,379
-14,658
-5% -$420K 0.02% 355
2024
Q1 		$8.26M Buy
283,037
+35,330
+14% +$970K 0.02% 343
2023
Q4 		$6.53M Buy
247,707
+44,786
+22% +$1.19M 0.02% 397
2023
Q3 		$5.55M Sell
202,921
-473,637
-70% -$12.7M 0.02% 404
2023
Q2 		$17.8M Sell
676,558
-27,960
-4% -$731K 0.07% 187
2023
Q1 		$18.2M Buy
704,518
+10,777
+2% +$277K 0.08% 172
2022
Q4 		$16.7M Buy
693,741
+5,385
+0.8% +$133K 0.08% 181
2022
Q3 		$16.4M Buy
688,356
+18,334
+3% +$473K 0.1% 162
2022
Q2 		$16.3M Buy
670,022
+316,003
+89% +$8.31M 0.1% 165
2022
Q1 		$9.14M Sell
354,019
-111,384
-24% -$2.7M 0.05% 244
2021
Q4 		$10.2M Buy
465,403
+389
+0.1% +$8.72K 0.06% 228
2021
Q3 		$10.1M Buy
465,014
+73,922
+19% +$1.68M 0.07% 226
2021
Q2 		$9.44M Buy
391,092
+25,100
+7% +$594K 0.07% 207
2021
Q1 		$8.06M Sell
365,992
-4,172
-1% -$91.7K 0.07% 214
2020
Q4 		$7.25M Sell
370,164
-41,739
-10% -$777K 0.09% 169
2020
Q3 		$6.5M Buy
411,903
+11,529
+3% +$202K 0.1% 160
2020
Q2 		$7.28M Sell
400,374
-2,478
-0.6% -$44.3K 0.13% 116
2020
Q1 		$5.76M Buy
402,852
+118,633
+42% +$2.76M 0.13% 144
2019
Q4 		$8M Sell
284,219
-77,407
-21% -$2.1M 0.16% 120
2019
Q3 		$10.3M Sell
361,626
-11,772
-3% -$343K 0.24% 85
2019
Q2 		$10.8M Sell
373,398
-11,596
-3% -$334K 0.29% 71
2019
Q1 		$11.2M Buy
+384,994
New +$10.8M 0.4% 52

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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 $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
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

Mercer Global Advisors's EPD Position: Q1 2026 in Review

Mercer Global Advisors reduced its Enterprise Products Partners (EPD) stake by 4.4% in Q1 2026, selling an estimated $560K and leaving 344,002 shares worth $13M. The position accounts for 0.02% of the portfolio, ranked #430.

Mercer Global Advisors first reported a position in EPD in Q1 2019 and has held it in 29 quarters since. The position peaked at $18.2M in Q1 2023. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Mercer Global Advisors held 344,002 shares of Enterprise Products Partners worth $13M as of Q1 2026.
  • Mercer Global Advisors sold 15,833 Enterprise Products Partners shares in Q1 2026, an estimated $560K.
  • Enterprise Products Partners made up 0.02% of Mercer Global Advisors's portfolio in Q1 2026, its #430 holding.
  • Mercer Global Advisors first reported a position in Enterprise Products Partners in Q1 2019 and has held it in 29 quarters since.
  • Mercer Global Advisors's Enterprise Products Partners position peaked at $18.2M in Q1 2023.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Mercer Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.