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Waverly Advisors’s Enterprise Products Partners EPD Stock Holding History

Waverly Advisors’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
Q1 		$19.8M Sell
522,446
-20,129
-4% -$712K 0.15% 141
2025
Q4 		$17.4M Sell
542,575
-3,441
-0.6% -$109K 0.14% 141
2025
Q3 		$17.1M Buy
546,016
+8,265
+2% +$261K 0.17% 117
2025
Q2 		$16.7M Buy
537,751
+12,606
+2% +$393K 0.18% 109
2025
Q1 		$17.9M Buy
525,145
+429,822
+451% +$14.3M 0.22% 95
2024
Q4 		$2.99M Sell
95,323
-11,686
-11% -$359K 0.05% 300
2024
Q3 		$3.12M Buy
107,009
+50
+0% +$1.46K 0.06% 260
2024
Q2 		$3.1M Sell
106,959
-1,482
-1% -$42.5K 0.06% 248
2024
Q1 		$3.16M Buy
108,441
+33,986
+46% +$933K 0.07% 199
2023
Q4 		$1.96M Buy
74,455
+4,575
+7% +$122K 0.07% 150
2023
Q3 		$1.91M Buy
69,880
+47,237
+209% +$1.26M 0.08% 138
2023
Q2 		$597K Sell
22,643
-412
-2% -$10.8K 0.03% 227
2023
Q1 		$597K Sell
23,055
-247
-1% -$6.34K 0.03% 172
2022
Q4 		$562K Buy
+23,302
New +$574K 0.03% 161
2018
Q1 		– Sell
-13,167
Closed -$349K – 245
2017
Q4 		$349K Buy
13,167
+960
+8% +$24.3K 0.05% 180
2017
Q3 		$318K Buy
12,207
+496
+4% +$13.1K 0.07% 175
2017
Q2 		$317K Buy
11,711
+3,544
+43% +$96K 0.08% 170
2017
Q1 		$225K Buy
+8,167
New +$228K 0.06% 193
2015
Q4 		– Sell
-1,200
Closed -$30K – 206
2015
Q3 		$30K Hold
1,200
– – 0.02% 201
2015
Q2 		$36K Hold
1,200
– – 0.02% 168
2015
Q1 		$40K Hold
1,200
– – 0.02% 143
2014
Q4 		$43K Hold
1,200
– – 0.02% 133
2014
Q3 		$48K Hold
1,200
– – 0.03% 222
2014
Q2 		$47K Hold
1,200
– – 0.02% 237
2014
Q1 		$42K Buy
1,200
+320
+36% +$10.6K 0.02% 238
2013
Q4 		$29K Hold
880
– – 0.01% 402
2013
Q3 		$27K Buy
+880
New +$26.9K 0.01% 322

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Waverly Advisors's EPD Position: Q1 2026 in Review

Waverly Advisors reduced its Enterprise Products Partners (EPD) stake by 3.7% in Q1 2026, selling an estimated $712K and leaving 522,446 shares worth $19.8M. The position accounts for 0.15% of the portfolio, ranked #141.

Waverly Advisors first reported a position in EPD in Q3 2013 and has held it in 27 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Waverly Advisors held 522,446 shares of Enterprise Products Partners worth $19.8M as of Q1 2026.
  • Waverly Advisors sold 20,129 Enterprise Products Partners shares in Q1 2026, an estimated $712K.
  • Enterprise Products Partners made up 0.15% of Waverly Advisors's portfolio in Q1 2026, its #141 holding.
  • Waverly Advisors first reported a position in Enterprise Products Partners in Q3 2013 and has held it in 27 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.