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Shufro Rose & Co’s Enterprise Products Partners EPD Stock Holding History

Shufro Rose & Co’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 		– Sell
-5,850
Closed -$221K – 323
2026
Q1 		$221K Sell
5,850
-4,748
-45% -$168K 0.02% 276
2025
Q4 		$340K Sell
10,598
-4,352
-29% -$138K 0.02% 217
2025
Q3 		$510K Hold
14,950
– – 0.04% 181
2025
Q2 		$510K Sell
14,950
-300
-2% -$9.35K 0.04% 179
2025
Q1 		$521K Hold
15,250
– – 0.04% 176
2024
Q4 		$478K Sell
15,250
-1,265
-8% -$38.9K 0.04% 173
2024
Q3 		$479K Hold
16,515
– – 0.04% 177
2024
Q2 		$479K Buy
16,515
+765
+5% +$21.9K 0.04% 177
2024
Q1 		$460K Buy
15,750
+100
+0.6% +$2.75K 0.04% 186
2023
Q4 		$428K Hold
15,650
– – 0.04% 174
2023
Q3 		$428K Sell
15,650
-400
-2% -$10.7K 0.04% 173
2023
Q2 		$423K Hold
16,050
– – 0.04% 185
2023
Q1 		$416K Hold
16,050
– – 0.04% 190
2022
Q4 		$387K Hold
16,050
– – 0.03% 197
2022
Q3 		$382K Buy
16,050
+4,100
+34% +$106K 0.04% 192
2022
Q2 		$291K Hold
11,950
– – 0.03% 226
2022
Q1 		$308K Sell
11,950
-500
-4% -$12.1K 0.02% 228
2021
Q4 		$273K Hold
12,450
– – 0.02% 241
2021
Q3 		$269K Buy
12,450
+500
+4% +$11.4K 0.02% 229
2021
Q2 		$288K Hold
11,950
– – 0.02% 223
2021
Q1 		$263K Sell
11,950
-300
-2% -$6.6K 0.02% 234
2020
Q4 		$240K Hold
12,250
– – 0.02% 232
2020
Q3 		$193K Sell
12,250
-500
-4% -$8.76K 0.02% 245
2020
Q2 		$232K Sell
12,750
-500
-4% -$8.94K 0.02% 221
2020
Q1 		$189K Sell
13,250
-500
-4% -$11.6K 0.02% 247
2019
Q4 		$387K Buy
13,750
+1,900
+16% +$51.5K 0.03% 198
2019
Q3 		$339K Buy
11,850
+2,000
+20% +$58.2K 0.03% 205
2019
Q2 		$284K Sell
9,850
-167
-2% -$4.81K 0.03% 228
2019
Q1 		$291K Sell
10,017
-333
-3% -$9.3K 0.03% 219
2018
Q4 		$255K Buy
+10,350
New +$277K 0.03% 225

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

Shufro Rose & Co's EPD Position: Q2 2026 in Review

Shufro Rose & Co sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 5,850 shares — an estimated $221K sold.

Shufro Rose & Co first reported a position in EPD in Q4 2018 and held it in 30 quarters. The position peaked at $521K in Q1 2025. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Shufro Rose & Co reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • Shufro Rose & Co sold 5,850 Enterprise Products Partners shares in Q2 2026, an estimated $221K.
  • Shufro Rose & Co first reported a position in Enterprise Products Partners in Q4 2018 and held it in 30 quarters.
  • Shufro Rose & Co's Enterprise Products Partners position peaked at $521K in Q1 2025.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.