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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
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Shepherd Financial Partners's EPD Position: Q1 2026 in Review

Shepherd Financial Partners increased its Enterprise Products Partners (EPD) stake by 0.95% in Q1 2026, buying an estimated $4.71K and bringing the position to 14,097 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #153.

Shepherd Financial Partners first reported a position in EPD in Q2 2025 and has held it in 4 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Shepherd Financial Partners held 14,097 shares of Enterprise Products Partners worth $533K as of Q1 2026.
  • Shepherd Financial Partners bought 133 Enterprise Products Partners shares in Q1 2026, an estimated $4.71K.
  • Enterprise Products Partners made up 0.05% of Shepherd Financial Partners's portfolio in Q1 2026, its #153 holding.
  • Shepherd Financial Partners first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 4 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.