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Modera Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Modera Wealth 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 		$857K Buy
23,310
+465
+2% +$17.5K 0.01% 374
2026
Q1 		$864K Buy
22,845
+5,418
+31% +$192K 0.01% 345
2025
Q4 		$559K Hold
17,427
– – 0.01% 436
2025
Q3 		$545K Sell
17,427
-1,995
-10% -$62.9K 0.01% 443
2025
Q2 		$602K Buy
19,422
+1,767
+10% +$55K 0.01% 412
2025
Q1 		$603K Sell
17,655
-1,219
-6% -$40.6K 0.01% 397
2024
Q4 		$592K Buy
18,874
+366
+2% +$11.2K 0.01% 404
2024
Q3 		$539K Buy
18,508
+800
+5% +$23.4K 0.01% 398
2024
Q2 		$513K Sell
17,708
-357
-2% -$10.2K 0.01% 390
2024
Q1 		$527K Buy
18,065
+4,982
+38% +$137K 0.01% 384
2023
Q4 		$345K Sell
13,083
-1,476
-10% -$39.3K 0.01% 443
2023
Q3 		$398K Sell
14,559
-2,831
-16% -$75.7K 0.01% 393
2023
Q2 		$458K Buy
+17,390
New +$455K 0.01% 394
2018
Q2 		– Sell
-9,100
Closed -$223K – 135
2018
Q1 		$223K Buy
+9,100
New +$242K 0.05% 120
2016
Q2 		– Sell
-32,704
Closed -$805K – 112
2016
Q1 		$805K Sell
32,704
-4,600
-12% -$107K 0.28% 40
2015
Q4 		$954K Sell
37,304
-1,660
-4% -$43.1K 0.38% 26
2015
Q3 		$970K Sell
38,964
-15,360
-28% -$426K 0.4% 23
2015
Q2 		$1.62M Buy
54,324
+180
+0.3% +$5.89K 0.64% 16
2015
Q1 		$1.78M Buy
54,144
+1,240
+2% +$41.5K 0.7% 16
2014
Q4 		$1.91M Buy
52,904
+45,426
+607% +$1.68M 0.74% 18
2014
Q3 		$301K Sell
7,478
-88
-1% -$3.45K 0.13% 64
2014
Q2 		$296K Buy
+7,566
New +$279K 0.13% 49

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

Modera Wealth Management's EPD Position: Q2 2026 in Review

Modera Wealth Management increased its Enterprise Products Partners (EPD) stake by 2% in Q2 2026, buying an estimated $17.5K and bringing the position to 23,310 shares worth $857K. The position accounts for 0.01% of the portfolio, ranked #374.

Modera Wealth Management first reported a position in EPD in Q2 2014 and has held it in 22 quarters since. The position peaked at $1.91M in Q4 2014. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Modera Wealth Management held 23,310 shares of Enterprise Products Partners worth $857K as of Q2 2026.
  • Modera Wealth Management bought 465 Enterprise Products Partners shares in Q2 2026, an estimated $17.5K.
  • Enterprise Products Partners made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #374 holding.
  • Modera Wealth Management first reported a position in Enterprise Products Partners in Q2 2014 and has held it in 22 quarters since.
  • Modera Wealth Management's Enterprise Products Partners position peaked at $1.91M in Q4 2014.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.