Whipplewood Advisors’s Enterprise Products Partners EPD Stock Holding History

Whipplewood 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	$2.2M	Hold	59,945	–	–	1.48%	15
2026 Q1	$2.27M	Hold	59,945	–	–	1.18%	18
2025 Q4	$1.92M	Sell	59,945 -1,245	-2%	-$39.4K	1.23%	22
2025 Q3	$1.91M	Hold	61,190	–	–	1.26%	21
2025 Q2	$1.9M	Buy	61,190 +61,111	+77,356%	+$1.9M	1.04%	21
2025 Q1	$2.09M	Sell	79 -61,111	-100%	-$2.04M	1.23%	18
2024 Q4	$1.92M	Buy	+61,190	New	+$1.88M	1.09%	23

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

Whipplewood Advisors's EPD Position: Q2 2026 in Review

Whipplewood Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 59,945 shares worth $2.2M. The position accounts for 1.48% of the portfolio, ranked #15.

Whipplewood Advisors first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.27M in Q1 2026. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Whipplewood Advisors held 59,945 shares of Enterprise Products Partners worth $2.2M as of Q2 2026.
Whipplewood Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 1.48% of Whipplewood Advisors's portfolio in Q2 2026, its #15 holding.
Whipplewood Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Enterprise Products Partners position peaked at $2.27M in Q1 2026.
1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.