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Robertson Stephens Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Robertson Stephens 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 		$2.09M Sell
56,876
-101
-0.2% -$3.81K 0.05% 210
2026
Q1 		$2.16M Sell
56,977
-2,400
-4% -$84.9K 0.06% 202
2025
Q4 		$1.9M Buy
59,377
+25,261
+74% +$799K 0.05% 218
2025
Q3 		$1.07M Buy
34,116
+3,690
+12% +$116K 0.03% 246
2025
Q2 		$944K Buy
30,426
+130
+0.4% +$4.05K 0.03% 276
2025
Q1 		$1.03M Sell
30,296
-3,684
-11% -$123K 0.04% 265
2024
Q4 		$1.07M Sell
33,980
-16,631
-33% -$511K 0.04% 252
2024
Q3 		$1.47M Hold
50,611
– – 0.05% 235
2024
Q2 		$1.47M Sell
50,611
-4,301
-8% -$123K 0.07% 176
2024
Q1 		$1.6M Buy
54,912
+5,636
+11% +$155K 0.09% 178
2023
Q4 		$1.3M Sell
49,276
-24,800
-33% -$661K 0.08% 197
2023
Q3 		$2.03M Hold
74,076
– – 0.14% 139
2023
Q2 		$1.95M Buy
74,076
+1,145
+2% +$29.9K 0.14% 132
2023
Q1 		$1.89M Buy
72,931
+10,540
+17% +$271K 0.15% 128
2022
Q4 		$1.5M Hold
62,391
– – 0.15% 135
2022
Q3 		$1.48M Sell
62,391
-31,860
-34% -$822K 0.15% 116
2022
Q2 		$2.3M Buy
94,251
+37,800
+67% +$994K 0.22% 94
2022
Q1 		$1.46M Buy
56,451
+19
+0% +$461 0.12% 143
2021
Q4 		$1.24M Buy
56,432
+2,809
+5% +$63K 0.1% 160
2021
Q3 		$1.16M Sell
53,623
-2,849
-5% -$64.7K 0.13% 105
2021
Q2 		$1.36M Sell
56,472
-6,111
-10% -$145K 0.16% 99
2021
Q1 		$1.38M Buy
62,583
+1,942
+3% +$42.7K 0.22% 79
2020
Q4 		$1.19M Buy
60,641
+18,340
+43% +$341K 0.25% 76
2020
Q3 		$667K Sell
42,301
-11,057
-21% -$194K 0.16% 116
2020
Q2 		$969K Buy
+53,358
New +$954K 0.28% 71

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

Robertson Stephens Wealth Management's EPD Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Enterprise Products Partners (EPD) stake by 0.18% in Q2 2026, selling an estimated $3.81K and leaving 56,876 shares worth $2.09M. The position accounts for 0.05% of the portfolio, ranked #210.

Robertson Stephens Wealth Management first reported a position in EPD in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.3M in Q2 2022. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Robertson Stephens Wealth Management held 56,876 shares of Enterprise Products Partners worth $2.09M as of Q2 2026.
  • Robertson Stephens Wealth Management sold 101 Enterprise Products Partners shares in Q2 2026, an estimated $3.81K.
  • Enterprise Products Partners made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Robertson Stephens Wealth Management first reported a position in Enterprise Products Partners in Q2 2020 and has held it in 25 quarters since.
  • Robertson Stephens Wealth Management's Enterprise Products Partners position peaked at $2.3M in Q2 2022.
  • 1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.