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Welch & Forbes’s Enterprise Products Partners EPD Stock Holding History

Welch & Forbes’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 		$1.27M Buy
34,416
+5,121
+17% +$193K 0.02% 214
2026
Q1 		$1.11M Buy
+29,295
New +$1.04M 0.01% 217
2025
Q4 		– Sell
-29,133
Closed -$911K – 380
2025
Q3 		$911K Sell
29,133
-830
-3% -$26.2K 0.01% 232
2025
Q2 		$929K Hold
29,963
– – 0.01% 227
2025
Q1 		$1.02M Sell
29,963
-25
-0.1% -$833 0.01% 223
2024
Q4 		$940K Hold
29,988
– – 0.01% 231
2024
Q3 		$873K Buy
29,988
+830
+3% +$24.2K 0.01% 240
2024
Q2 		$847K Sell
29,158
-3,596
-11% -$103K 0.01% 238
2024
Q1 		$956K Buy
32,754
+7,415
+29% +$204K 0.01% 228
2023
Q4 		$668K Sell
25,339
-500
-2% -$13.3K 0.01% 258
2023
Q3 		$707K Buy
25,839
+85
+0.3% +$2.27K 0.01% 248
2023
Q2 		$679K Hold
25,754
– – 0.01% 257
2023
Q1 		$667K Sell
25,754
-926
-3% -$23.8K 0.01% 257
2022
Q4 		$644K Hold
26,680
– – 0.01% 261
2022
Q3 		$635K Sell
26,680
-800
-3% -$20.6K 0.01% 255
2022
Q2 		$670K Buy
27,480
+615
+2% +$16.2K 0.01% 256
2022
Q1 		$694K Buy
26,865
+800
+3% +$19.4K 0.01% 259
2021
Q4 		$573K Hold
26,065
– – 0.01% 282
2021
Q3 		$564K Hold
26,065
– – 0.01% 276
2021
Q2 		$629K Buy
26,065
+1,311
+5% +$31K 0.01% 274
2021
Q1 		$545K Hold
24,754
– – 0.01% 270
2020
Q4 		$485K Buy
24,754
+8,504
+52% +$158K 0.01% 273
2020
Q3 		$257K Hold
16,250
– – 0.01% 318
2020
Q2 		$295K Sell
16,250
-7,220
-31% -$129K 0.01% 302
2020
Q1 		$335K Hold
23,470
– – 0.01% 264
2019
Q4 		$661K Hold
23,470
– – 0.01% 237
2019
Q3 		$671K Hold
23,470
– – 0.02% 236
2019
Q2 		$678K Hold
23,470
– – 0.02% 233
2019
Q1 		$683K Sell
23,470
-5,180
-18% -$145K 0.02% 227
2018
Q4 		$704K Buy
28,650
+3,996
+16% +$107K 0.02% 216
2018
Q3 		$709K Hold
24,654
– – 0.02% 223
2018
Q2 		$683K Buy
24,654
+400
+2% +$10.9K 0.02% 224
2018
Q1 		$594K Sell
24,254
-1,100
-4% -$29.3K 0.02% 237
2017
Q4 		$672K Hold
25,354
– – 0.02% 212
2017
Q3 		$661K Hold
25,354
– – 0.02% 215
2017
Q2 		$687K Sell
25,354
-1,900
-7% -$51.5K 0.02% 215
2017
Q1 		$753K Sell
27,254
-1,932
-7% -$54K 0.02% 208
2016
Q4 		$789K Buy
29,186
+1,336
+5% +$34.8K 0.02% 202
2016
Q3 		$770K Sell
27,850
-4,000
-13% -$111K 0.03% 178
2016
Q2 		$932K Sell
31,850
-250
-0.8% -$6.71K 0.03% 196
2016
Q1 		$791K Buy
32,100
+350
+1% +$8.15K 0.02% 207
2015
Q4 		$812K Sell
31,750
-22
-0.1% -$572 0.03% 199
2015
Q3 		$791K Buy
31,772
+2,000
+7% +$55.5K 0.03% 204
2015
Q2 		$890K Hold
29,772
– – 0.03% 203
2015
Q1 		$981K Hold
29,772
– – 0.03% 206
2014
Q4 		$1.07M Sell
29,772
-600
-2% -$22.2K 0.03% 209
2014
Q3 		$1.23M Hold
30,372
– – 0.04% 203
2014
Q2 		$1.19M Buy
30,372
+7,200
+31% +$266K 0.04% 191
2014
Q1 		$803K Hold
23,172
– – 0.03% 217
2013
Q4 		$768K Sell
23,172
-1,010
-4% -$31.5K 0.02% 213
2013
Q3 		$738K Buy
24,182
+2,610
+12% +$79.8K 0.02% 221
2013
Q2 		$670K Buy
+21,572
New +$654K 0.02% 212

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

Welch & Forbes's EPD Position: Q2 2026 in Review

Welch & Forbes increased its Enterprise Products Partners (EPD) stake by 17% in Q2 2026, buying an estimated $193K and bringing the position to 34,416 shares worth $1.27M. The position accounts for 0.02% of the portfolio, ranked #214.

Welch & Forbes first reported a position in EPD in Q2 2013 and has held it in 52 quarters since. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Welch & Forbes held 34,416 shares of Enterprise Products Partners worth $1.27M as of Q2 2026.
  • Welch & Forbes bought 5,121 Enterprise Products Partners shares in Q2 2026, an estimated $193K.
  • Enterprise Products Partners made up 0.02% of Welch & Forbes's portfolio in Q2 2026, its #214 holding.
  • Welch & Forbes first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 52 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.