Westside Investment Management’s Enterprise Products Partners EPD Stock Holding History

Westside Investment Management’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	$34.2K	Hold	931	–	–	﹤0.01%	729
2026 Q1	$35.1K	Hold	931	–	–	0.01%	681
2025 Q4	$29.9K	Hold	931	–	–	﹤0.01%	724
2025 Q3	$29.1K	Hold	931	–	–	﹤0.01%	723
2025 Q2	$28.9K	Buy	931 +100	+12%	+$3.12K	0.01%	577
2025 Q1	$28.4K	Buy	831 +131	+19%	+$4.36K	0.01%	491
2024 Q4	$22K	Hold	700	–	–	﹤0.01%	544
2024 Q3	$20K	Hold	700	–	–	﹤0.01%	585
2024 Q2	$20.3K	Hold	700	–	–	﹤0.01%	546
2024 Q1	$20.6K	Hold	700	–	–	﹤0.01%	513
2023 Q4	$18.4K	Hold	700	–	–	﹤0.01%	505
2023 Q3	$19.2K	Sell	700 -100	-13%	-$2.67K	0.01%	489
2023 Q2	$21.2K	Hold	800	–	–	0.01%	485
2023 Q1	$20.7K	Hold	800	–	–	0.01%	487
2022 Q4	$19.4K	Hold	800	–	–	0.05%	171
2022 Q3	$19K	Hold	800	–	–	0.05%	177
2022 Q2	$20.7K	Sell	800 -3,118	-80%	-$82K	0.05%	162
2022 Q1	$20.8K	Hold	3,918	–	–	0.05%	163
2021 Q4	$17.5K	Hold	3,918	–	–	0.04%	161
2021 Q3	$17.5K	Hold	3,918	–	–	0.04%	161
2021 Q2	$19.4K	Hold	3,918	–	–	0.04%	156
2021 Q1	$17.7K	Buy	3,918 +800	+26%	+$17.6K	0.05%	151
2020 Q4	$61	Hold	3,118	–	–	﹤0.01%	329
2020 Q3	$49	Hold	3,118	–	–	﹤0.01%	344
2020 Q2	$56	Hold	3,118	–	–	﹤0.01%	317
2020 Q1	$44	Buy	+3,118	New	+$72.4K	﹤0.01%	337
2019 Q2	$90	Buy	+3,118	New	+$89.8K	﹤0.01%	256
2018 Q4	$76.7K	Hold	3,118	–	–	0.03%	242
2018 Q3	$90.8K	Hold	3,118	–	–	0.03%	212
2018 Q2	$85.4K	Hold	3,118	–	–	0.03%	241
2018 Q1	$76.4K	Hold	3,118	–	–	0.04%	243
2017 Q4	$86.6K	Hold	3,118	–	–	0.05%	231
2017 Q3	$82.3K	Buy	3,118 +50	+2%	+$1.32K	0.05%	221
2017 Q2	$83.4K	Buy	+3,068	New	+$83.1K	0.05%	218

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

Westside Investment Management's EPD Position: Q2 2026 in Review

Westside Investment Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 931 shares worth $34.2K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Westside Investment Management first reported a position in EPD in Q2 2017 and has held it in 34 quarters since. The position peaked at $90.8K in Q3 2018. 1,583 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Westside Investment Management held 931 shares of Enterprise Products Partners worth $34.2K as of Q2 2026.
Westside Investment Management left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #729 holding.
Westside Investment Management first reported a position in Enterprise Products Partners in Q2 2017 and has held it in 34 quarters since.
Westside Investment Management's Enterprise Products Partners position peaked at $90.8K in Q3 2018.
1,583 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.