UBS AM’s Enterprise Products Partners EPD Stock Holding History

UBS AM’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	$568K	Hold	15,458	–	–	﹤0.01%	2510
2026 Q1	$585K	Buy	15,458 +12,922	+510%	+$457K	﹤0.01%	2507
2025 Q4	$81.3K	Buy	+2,536	New	+$80.2K	﹤0.01%	2554
2019 Q4	–	Sell	-4,320	Closed	-$123K	–	2619
2019 Q3	$123K	Sell	4,320 -151	-3%	-$4.4K	﹤0.01%	2641
2019 Q2	$129K	Hold	4,471	–	–	﹤0.01%	2615
2019 Q1	$130K	Buy	4,471 +587	+15%	+$16.4K	﹤0.01%	2546
2018 Q4	$95.5K	Sell	3,884 -147	-4%	-$3.94K	﹤0.01%	2522
2018 Q3	$116K	Hold	4,031	–	–	﹤0.01%	2519
2018 Q2	$112K	Buy	4,031 +3,721	+1,200%	+$102K	﹤0.01%	2553
2018 Q1	$7.59K	Hold	310	–	–	﹤0.01%	2587
2017 Q4	$8.22K	Hold	310	–	–	﹤0.01%	2510
2017 Q3	$8.08K	Sell	310 -48	-13%	-$1.27K	﹤0.01%	2464
2017 Q2	$9.7K	Hold	358	–	–	﹤0.01%	2450
2017 Q1	$9.88K	Sell	358 -48	-12%	-$1.34K	﹤0.01%	2396
2016 Q4	$11K	Buy	+406	New	+$10.6K	﹤0.01%	2380

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

UBS AM's EPD Position: Q2 2026 in Review

UBS AM held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 15,458 shares worth $568K. The position accounts for ﹤0.01% of the portfolio, ranked #2510.

UBS AM first reported a position in EPD in Q4 2016 and has held it in 15 quarters since. The position peaked at $585K in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

UBS AM held 15,458 shares of Enterprise Products Partners worth $568K as of Q2 2026.
UBS AM left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2510 holding.
UBS AM first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 15 quarters since.
UBS AM's Enterprise Products Partners position peaked at $585K in Q1 2026.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.