Winthrop Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Winthrop Advisory Group’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	$245K	Buy	6,665 +27	+0.4%	+$1.02K	0.02%	194
2026 Q1	$251K	Sell	6,638 -2,000	-23%	-$70.8K	0.02%	166
2025 Q4	$277K	Buy	8,638 +2,000	+30%	+$63.2K	0.02%	150
2025 Q3	$208K	Hold	6,638	–	–	0.02%	183
2025 Q2	$206K	Hold	6,638	–	–	0.02%	175
2025 Q1	$227K	Buy	+6,638	New	+$221K	0.03%	137

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

Winthrop Advisory Group's EPD Position: Q2 2026 in Review

Winthrop Advisory Group increased its Enterprise Products Partners (EPD) stake by 0.41% in Q2 2026, buying an estimated $1.02K and bringing the position to 6,665 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #194.

Winthrop Advisory Group first reported a position in EPD in Q1 2025 and has held it in 6 quarters since. The position peaked at $277K in Q4 2025. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Winthrop Advisory Group held 6,665 shares of Enterprise Products Partners worth $245K as of Q2 2026.
Winthrop Advisory Group bought 27 Enterprise Products Partners shares in Q2 2026, an estimated $1.02K.
Enterprise Products Partners made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #194 holding.
Winthrop Advisory Group first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 6 quarters since.
Winthrop Advisory Group's Enterprise Products Partners position peaked at $277K in Q4 2025.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.