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Waldron Private Wealth’s Enterprise Products Partners EPD Stock Holding History

Waldron Private Wealth’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 		$410K Buy
11,153
+378
+4% +$14.3K 0.01% 253
2026
Q1 		$408K Sell
10,775
-125
-1% -$4.42K 0.02% 232
2025
Q4 		$349K Sell
10,900
-150
-1% -$4.74K 0.01% 247
2025
Q3 		$346K Hold
11,050
– – 0.01% 244
2025
Q2 		$343K Sell
11,050
-160
-1% -$4.99K 0.01% 236
2025
Q1 		$383K Buy
+11,210
New +$373K 0.02% 213
2024
Q3 		– Sell
-7,525
Closed -$218K – 494
2024
Q2 		$218K Sell
7,525
-200
-3% -$5.74K 0.01% 380
2024
Q1 		$225K Sell
7,725
-7,131
-48% -$196K 0.01% 373
2023
Q4 		$391K Buy
14,856
+6,931
+87% +$185K 0.02% 271
2023
Q3 		$217K Sell
7,925
-150
-2% -$4.01K 0.01% 339
2023
Q2 		$213K Hold
8,075
– – 0.01% 347
2023
Q1 		$209K Buy
+8,075
New +$207K 0.01% 385
2020
Q1 		– Sell
-83,950
Closed -$2.36M – 261
2019
Q4 		$2.36M Buy
83,950
+58,950
+236% +$1.6M 0.21% 65
2019
Q3 		$714K Hold
25,000
– – 0.07% 127
2019
Q2 		$721K Hold
25,000
– – 0.08% 108
2019
Q1 		$727K Sell
25,000
-2,366
-9% -$66.1K 0.08% 112
2018
Q4 		$672K Buy
+27,366
New +$733K 0.1% 99
2017
Q2 		– Sell
-140,599
Closed -$3.88M – 163
2017
Q1 		$3.88M Buy
+140,599
New +$3.93M 0.97% 15
2016
Q4 		– Sell
-8,235
Closed -$227K – 143
2016
Q3 		$227K Hold
8,235
– – 0.08% 124
2016
Q2 		$234K Hold
8,235
– – 0.09% 135
2016
Q1 		$215K Buy
8,235
+597
+8% +$13.9K 0.08% 135
2015
Q4 		$203K Buy
+7,638
New +$198K 0.08% 157

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

Waldron Private Wealth's EPD Position: Q2 2026 in Review

Waldron Private Wealth increased its Enterprise Products Partners (EPD) stake by 3.5% in Q2 2026, buying an estimated $14.3K and bringing the position to 11,153 shares worth $410K. The position accounts for 0.01% of the portfolio, ranked #253.

Waldron Private Wealth first reported a position in EPD in Q4 2015 and has held it in 22 quarters since. The position peaked at $3.88M in Q1 2017. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Waldron Private Wealth held 11,153 shares of Enterprise Products Partners worth $410K as of Q2 2026.
  • Waldron Private Wealth bought 378 Enterprise Products Partners shares in Q2 2026, an estimated $14.3K.
  • Enterprise Products Partners made up 0.01% of Waldron Private Wealth's portfolio in Q2 2026, its #253 holding.
  • Waldron Private Wealth first reported a position in Enterprise Products Partners in Q4 2015 and has held it in 22 quarters since.
  • Waldron Private Wealth's Enterprise Products Partners position peaked at $3.88M in Q1 2017.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.