Vestmark Advisory Solutions’s Enterprise Products Partners EPD Stock Holding History

Vestmark Advisory Solutions’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	$38.9M	Buy	1,057,180 +26,690	+3%	+$1.01M	0.37%	60
2026 Q1	$39M	Buy	1,030,490 +11,434	+1%	+$405K	0.43%	48
2025 Q4	$32.7M	Buy	1,019,056 +1,001,616	+5,743%	+$31.7M	0.44%	42
2025 Q3	$545K	Buy	+17,440	New	+$550K	0.01%	675
2019 Q2	–	Sell	-7,711	Closed	-$224K	–	551
2019 Q1	$224K	Buy	+7,711	New	+$215K	0.04%	467

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

Vestmark Advisory Solutions's EPD Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Enterprise Products Partners (EPD) stake by 2.6% in Q2 2026, buying an estimated $1.01M and bringing the position to 1,057,180 shares worth $38.9M. The position accounts for 0.37% of the portfolio, ranked #60.

Vestmark Advisory Solutions first reported a position in EPD in Q1 2019 and has held it in 5 quarters since. The position peaked at $39M in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Vestmark Advisory Solutions held 1,057,180 shares of Enterprise Products Partners worth $38.9M as of Q2 2026.
Vestmark Advisory Solutions bought 26,690 Enterprise Products Partners shares in Q2 2026, an estimated $1.01M.
Enterprise Products Partners made up 0.37% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #60 holding.
Vestmark Advisory Solutions first reported a position in Enterprise Products Partners in Q1 2019 and has held it in 5 quarters since.
Vestmark Advisory Solutions's Enterprise Products Partners position peaked at $39M in Q1 2026.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.