Westover Capital Advisors’s Enterprise Products Partners EPD Stock Holding History

Westover Capital 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 Q2	$537K	Sell	14,620 -2	-0%	-$75	0.09%	146
2026 Q1	$553K	Hold	14,622	–	–	0.1%	136
2025 Q4	$469K	Hold	14,622	–	–	0.09%	161
2025 Q3	$457K	Hold	14,622	–	–	0.08%	153
2025 Q2	$453K	Hold	14,622	–	–	0.09%	154
2025 Q1	$499K	Sell	14,622 -2,622	-15%	-$87.3K	0.11%	143
2024 Q4	$541K	Sell	17,244 -1,500	-8%	-$46.1K	0.12%	141
2024 Q3	$546K	Hold	18,744	–	–	0.1%	136
2024 Q2	$543K	Hold	18,744	–	–	0.14%	123
2024 Q1	$547K	Hold	18,744	–	–	0.16%	108
2023 Q4	$494K	Buy	18,744 +2	+0%	+$53	0.16%	103
2023 Q3	$513K	Hold	18,742	–	–	0.19%	99
2023 Q2	$494K	Sell	18,742 -689	-4%	-$18K	0.17%	102
2023 Q1	$503K	Buy	19,431 +2,000	+11%	+$51.4K	0.19%	93
2022 Q4	$420K	Buy	17,431 +800	+5%	+$19.7K	0.17%	97
2022 Q3	$395K	Hold	16,631	–	–	0.15%	103
2022 Q2	$405K	Hold	16,631	–	–	0.15%	106
2022 Q1	$429K	Hold	16,631	–	–	0.13%	109
2021 Q4	$365K	Hold	16,631	–	–	0.11%	130
2021 Q3	$360K	Hold	16,631	–	–	0.11%	123
2021 Q2	$401K	Hold	16,631	–	–	0.13%	116
2021 Q1	$366K	Sell	16,631 -1,400	-8%	-$30.8K	0.13%	118
2020 Q4	$353K	Hold	18,031	–	–	0.13%	112
2020 Q3	$285K	Buy	+18,031	New	+$316K	0.12%	108
2020 Q1	–	Sell	-9,620	Closed	-$271K	–	126
2019 Q4	$271K	Hold	9,620	–	–	0.12%	114
2019 Q3	$275K	Hold	9,620	–	–	0.13%	113
2019 Q2	$278K	Hold	9,620	–	–	0.14%	106
2019 Q1	$280K	Hold	9,620	–	–	0.15%	103
2018 Q4	$237K	Buy	+9,620	New	+$257K	0.15%	97

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Westover Capital Advisors's EPD Position: Q2 2026 in Review

Westover Capital Advisors reduced its Enterprise Products Partners (EPD) stake by 0.01% in Q2 2026, selling an estimated $75 and leaving 14,620 shares worth $537K. The position accounts for 0.09% of the portfolio, ranked #146.

Westover Capital Advisors first reported a position in EPD in Q4 2018 and has held it in 29 quarters since. The position peaked at $553K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Westover Capital Advisors held 14,620 shares of Enterprise Products Partners worth $537K as of Q2 2026.
Westover Capital Advisors sold 2 Enterprise Products Partners shares in Q2 2026, an estimated $75.
Enterprise Products Partners made up 0.09% of Westover Capital Advisors's portfolio in Q2 2026, its #146 holding.
Westover Capital Advisors first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 29 quarters since.
Westover Capital Advisors's Enterprise Products Partners position peaked at $553K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.