Shepherd Financial Partners’s Enterprise Products Partners EPD Stock Holding History

Shepherd Financial Partners’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	$516K	Sell	14,030 -67	-0.5%	-$2.53K	0.04%	166
2026 Q1	$533K	Buy	14,097 +133	+1%	+$4.71K	0.05%	153
2025 Q4	$448K	Buy	13,964 +37	+0.3%	+$1.17K	0.04%	167
2025 Q3	$435K	Buy	13,927 +37	+0.3%	+$1.17K	0.04%	168
2025 Q2	$431K	Buy	+13,890	New	+$433K	0.05%	164

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

Shepherd Financial Partners's EPD Position: Q2 2026 in Review

Shepherd Financial Partners reduced its Enterprise Products Partners (EPD) stake by 0.48% in Q2 2026, selling an estimated $2.53K and leaving 14,030 shares worth $516K. The position accounts for 0.04% of the portfolio, ranked #166.

Shepherd Financial Partners first reported a position in EPD in Q2 2025 and has held it in 5 quarters since. The position peaked at $533K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Shepherd Financial Partners held 14,030 shares of Enterprise Products Partners worth $516K as of Q2 2026.
Shepherd Financial Partners sold 67 Enterprise Products Partners shares in Q2 2026, an estimated $2.53K.
Enterprise Products Partners made up 0.04% of Shepherd Financial Partners's portfolio in Q2 2026, its #166 holding.
Shepherd Financial Partners first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 5 quarters since.
Shepherd Financial Partners's Enterprise Products Partners position peaked at $533K in Q1 2026.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.