Seven Post Investment Office’s Enterprise Products Partners EPD Stock Holding History

Seven Post Investment Office’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	$11.3M	Buy	306,976 +2,368	+0.8%	+$89.4K	3.2%	9
2026 Q1	$11.5M	Buy	304,608 +2,478	+0.8%	+$87.7K	3.72%	9
2025 Q4	$9.69M	Hold	302,130	–	–	3.46%	9
2025 Q3	$9.45M	Hold	302,130	–	–	3.4%	9
2025 Q2	$9.37M	Buy	+302,130	New	+$9.41M	3.53%	8
2020 Q4	–	Sell	-33,142	Closed	-$523K	–	49
2020 Q3	$523K	Hold	33,142	–	–	0.21%	27
2020 Q2	$602K	Buy	33,142 +2	+0%	+$36	0.25%	24
2020 Q1	$474K	Hold	33,140	–	–	0.25%	23
2019 Q4	$933K	Hold	33,140	–	–	0.68%	13
2019 Q3	$947K	Hold	33,140	–	–	0.68%	11
2019 Q2	$957K	Hold	33,140	–	–	0.65%	11
2019 Q1	$964K	Hold	33,140	–	–	0.68%	11
2018 Q4	$815K	Buy	+33,140	New	+$887K	0.63%	12

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

Seven Post Investment Office's EPD Position: Q2 2026 in Review

Seven Post Investment Office increased its Enterprise Products Partners (EPD) stake by 0.78% in Q2 2026, buying an estimated $89.4K and bringing the position to 306,976 shares worth $11.3M. The position accounts for 3.2% of the portfolio, ranked #9.

Seven Post Investment Office first reported a position in EPD in Q4 2018 and has held it in 13 quarters since. The position peaked at $11.5M in Q1 2026. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Seven Post Investment Office held 306,976 shares of Enterprise Products Partners worth $11.3M as of Q2 2026.
Seven Post Investment Office bought 2,368 Enterprise Products Partners shares in Q2 2026, an estimated $89.4K.
Enterprise Products Partners made up 3.2% of Seven Post Investment Office's portfolio in Q2 2026, its #9 holding.
Seven Post Investment Office first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 13 quarters since.
Seven Post Investment Office's Enterprise Products Partners position peaked at $11.5M in Q1 2026.
1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Seven Post Investment Office's 13F filing for Q2 2026, filed 28 Jul 2026.