Operose Advisors’s Enterprise Products Partners EPD Stock Holding History

Operose 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 Q2	$121K	Hold	3,300	–	–	0.02%	218
2026 Q1	$125K	Hold	3,300	–	–	0.03%	191
2025 Q4	$106K	Hold	3,300	–	–	0.02%	208
2025 Q3	$103K	Hold	3,300	–	–	0.03%	196
2025 Q2	$102K	Hold	3,300	–	–	0.03%	183
2025 Q1	$113K	Hold	3,300	–	–	0.04%	163
2024 Q4	$103K	Hold	3,300	–	–	0.04%	167
2024 Q3	$96.1K	Sell	3,300 -9,376	-74%	-$274K	0.03%	200
2024 Q2	$367K	Hold	12,676	–	–	0.13%	98
2024 Q1	$370K	Hold	12,676	–	–	0.13%	111
2023 Q4	$334K	Hold	12,676	–	–	0.13%	78
2023 Q3	$347K	Buy	+12,676	New	+$339K	0.14%	73
2023 Q1	–	Sell	-580	Closed	-$14K	–	362
2022 Q4	$14K	Buy	+580	New	+$14.3K	0.01%	251

Other funds holding EPD

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Operose Advisors's EPD Position: Q2 2026 in Review

Operose Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 3,300 shares worth $121K. The position accounts for 0.02% of the portfolio, ranked #218.

Operose Advisors first reported a position in EPD in Q4 2022 and has held it in 13 quarters since. The position peaked at $370K in Q1 2024. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Operose Advisors held 3,300 shares of Enterprise Products Partners worth $121K as of Q2 2026.
Operose Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.02% of Operose Advisors's portfolio in Q2 2026, its #218 holding.
Operose Advisors first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 13 quarters since.
Operose Advisors's Enterprise Products Partners position peaked at $370K in Q1 2024.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.