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

Ritholtz 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	$1.67M	Sell	45,378 -749	-2%	-$28.3K	0.02%	467
2026 Q1	$1.75M	Buy	46,127 +670	+1%	+$23.7K	0.03%	408
2025 Q4	$1.46M	Buy	45,457 +987	+2%	+$31.2K	0.03%	413
2025 Q3	$1.39M	Sell	44,470 -114	-0.3%	-$3.6K	0.03%	422
2025 Q2	$1.38M	Buy	44,584 +1,470	+3%	+$45.8K	0.03%	384
2025 Q1	$1.47M	Buy	+43,114	New	+$1.44M	0.04%	312
2020 Q1	–	Sell	-9,750	Closed	-$275K	–	190
2019 Q4	$275K	Buy	+9,750	New	+$264K	0.04%	119

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

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

Ritholtz Wealth Management reduced its Enterprise Products Partners (EPD) stake by 1.6% in Q2 2026, selling an estimated $28.3K and leaving 45,378 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #467.

Ritholtz Wealth Management first reported a position in EPD in Q4 2019 and has held it in 7 quarters since. The position peaked at $1.75M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Ritholtz Wealth Management held 45,378 shares of Enterprise Products Partners worth $1.67M as of Q2 2026.
Ritholtz Wealth Management sold 749 Enterprise Products Partners shares in Q2 2026, an estimated $28.3K.
Enterprise Products Partners made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #467 holding.
Ritholtz Wealth Management first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 7 quarters since.
Ritholtz Wealth Management's Enterprise Products Partners position peaked at $1.75M in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.