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Naviter Wealth’s Enterprise Products Partners EPD Stock Holding History

Naviter Wealth’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 		$353K Buy
9,612
+246
+3% +$9.28K 0.03% 248
2026
Q1 		$354K Sell
9,366
-3,873
-29% -$137K 0.04% 221
2025
Q4 		$424K Buy
13,239
+2,500
+23% +$79K 0.06% 209
2025
Q3 		$336K Hold
10,739
– – 0.04% 227
2025
Q2 		$333K Buy
10,739
+2,666
+33% +$83.1K 0.04% 227
2025
Q1 		$275K Buy
+8,073
New +$269K 0.03% 240

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

Naviter Wealth's EPD Position: Q2 2026 in Review

Naviter Wealth increased its Enterprise Products Partners (EPD) stake by 2.6% in Q2 2026, buying an estimated $9.28K and bringing the position to 9,612 shares worth $353K. The position accounts for 0.03% of the portfolio, ranked #248.

Naviter Wealth first reported a position in EPD in Q1 2025 and has held it in 6 quarters since. The position peaked at $424K in Q4 2025. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Naviter Wealth held 9,612 shares of Enterprise Products Partners worth $353K as of Q2 2026.
  • Naviter Wealth bought 246 Enterprise Products Partners shares in Q2 2026, an estimated $9.28K.
  • Enterprise Products Partners made up 0.03% of Naviter Wealth's portfolio in Q2 2026, its #248 holding.
  • Naviter Wealth first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 6 quarters since.
  • Naviter Wealth's Enterprise Products Partners position peaked at $424K in Q4 2025.
  • 1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.