Waterfront Wealth
EPD icon

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
Q3 		– Sell
-2,462
Closed -$455K – 307
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

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Waterfront Wealth's EPD Position: Q3 2026 in Review

Waterfront Wealth sold out of Enterprise Products Partners (EPD) in Q3 2026, closing a stake of 2,462 shares — an estimated $455K sold.

Waterfront Wealth first reported a position in EPD in Q4 2020 and held it in 23 quarters. The position peaked at $1.52M in Q3 2025. 1,407 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Waterfront Wealth reported no remaining Enterprise Products Partners position as of Q3 2026 after selling out during the quarter.
  • Waterfront Wealth sold 2,462 Enterprise Products Partners shares in Q3 2026, an estimated $455K.
  • Waterfront Wealth first reported a position in Enterprise Products Partners in Q4 2020 and held it in 23 quarters.
  • Waterfront Wealth's Enterprise Products Partners position peaked at $1.52M in Q3 2025.
  • 1,407 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.