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Waterfront Wealth’s Enterprise Products Partners EPD Stock Holding History

Waterfront 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 		$455K Sell
2,462
-9,736
-80% -$367K 0.07% 219
2026
Q1 		$462K Sell
12,198
-85
-0.7% -$3.01K 0.08% 212
2025
Q4 		$406K Sell
12,283
-36,751
-75% -$1.16M 0.08% 211
2025
Q3 		$1.52M Buy
49,034
+90
+0.2% +$2.84K 0.31% 96
2025
Q2 		$1.52M Buy
48,944
+11,149
+29% +$347K 0.34% 84
2025
Q1 		$1.29M Buy
37,795
+20
+0.1% +$666 0.31% 97
2024
Q4 		$1.18M Buy
37,775
+531
+1% +$16.3K 0.29% 107
2024
Q3 		$1.08M Buy
37,244
+545
+1% +$15.9K 0.27% 117
2024
Q2 		$1.06M Buy
36,699
+495
+1% +$14.2K 0.29% 105
2024
Q1 		$1.05M Sell
36,204
-528
-1% -$14.5K 0.29% 102
2023
Q4 		$968K Buy
36,732
+603
+2% +$16.1K 0.29% 107
2023
Q3 		$993K Buy
36,129
+905
+3% +$24.2K 0.32% 93
2023
Q2 		$958K Buy
35,224
+2,236
+7% +$58.4K 0.28% 105
2023
Q1 		$854K Buy
32,988
+1,225
+4% +$31.5K 0.28% 108
2022
Q4 		$843K Buy
31,763
+1,244
+4% +$30.6K 0.29% 104
2022
Q3 		$776K Buy
30,519
+3,552
+13% +$91.6K 0.3% 102
2022
Q2 		$657K Buy
26,967
+5,720
+27% +$150K 0.27% 104
2022
Q1 		$557K Buy
21,247
+5,479
+35% +$133K 0.2% 117
2021
Q4 		$346K Buy
15,768
+485
+3% +$10.9K 0.14% 149
2021
Q3 		$331K Buy
15,283
+17
+0.1% +$386 0.16% 127
2021
Q2 		$368K Buy
15,266
+15
+0.1% +$355 0.17% 120
2021
Q1 		$340K Buy
15,251
+16
+0.1% +$352 0.17% 125
2020
Q4 		$298K Buy
+15,235
New +$284K 0.21% 105

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Waterfront Wealth's EPD Position: Q2 2026 in Review

Waterfront Wealth reduced its Enterprise Products Partners (EPD) stake by 80% in Q2 2026, selling an estimated $367K and leaving 2,462 shares worth $455K. The position accounts for 0.07% of the portfolio, ranked #219.

Waterfront Wealth first reported a position in EPD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.52M in Q3 2025. 726 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Waterfront Wealth held 2,462 shares of Enterprise Products Partners worth $455K as of Q2 2026.
  • Waterfront Wealth sold 9,736 Enterprise Products Partners shares in Q2 2026, an estimated $367K.
  • Enterprise Products Partners made up 0.07% of Waterfront Wealth's portfolio in Q2 2026, its #219 holding.
  • Waterfront Wealth first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 23 quarters since.
  • Waterfront Wealth's Enterprise Products Partners position peaked at $1.52M in Q3 2025.
  • 726 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.