Robertson Stephens Wealth Management
EPD icon

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
Q3 		$2M Sell
56,206
-670
-1% -$25.6K 0.05% 215
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

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Robertson Stephens Wealth Management's EPD Position: Q3 2026 in Review

Robertson Stephens Wealth Management reduced its Enterprise Products Partners (EPD) stake by 1.2% in Q3 2026, selling an estimated $25.6K and leaving 56,206 shares worth $2M. The position accounts for 0.05% of the portfolio, ranked #215.

Robertson Stephens Wealth Management first reported a position in EPD in Q2 2020 and has held it in 26 quarters since. The position peaked at $2.3M in Q2 2022. 1,407 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Robertson Stephens Wealth Management held 56,206 shares of Enterprise Products Partners worth $2M as of Q3 2026.
  • Robertson Stephens Wealth Management sold 670 Enterprise Products Partners shares in Q3 2026, an estimated $25.6K.
  • Enterprise Products Partners made up 0.05% of Robertson Stephens Wealth Management's portfolio in Q3 2026, its #215 holding.
  • Robertson Stephens Wealth Management first reported a position in Enterprise Products Partners in Q2 2020 and has held it in 26 quarters since.
  • Robertson Stephens Wealth Management's Enterprise Products Partners position peaked at $2.3M in Q2 2022.
  • 1,407 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.