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Advisor OS’s Enterprise Products Partners EPD Stock Holding History

Advisor OS’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
Q1 		$1.13M Buy
29,873
+33
+0.1% +$1.17K 0.08% 169
2025
Q4 		$957K Buy
29,840
+37
+0.1% +$1.17K 0.08% 168
2025
Q3 		$932K Sell
29,803
-164
-0.5% -$5.17K 0.08% 163
2025
Q2 		$929K Buy
29,967
+3
+0% +$93 0.09% 161
2025
Q1 		$1.02M Buy
29,964
+184
+0.6% +$6.13K 0.12% 121
2024
Q4 		$934K Buy
29,780
+261
+0.9% +$8.02K 0.11% 134
2024
Q3 		$859K Buy
29,519
+34
+0.1% +$993 0.09% 178
2024
Q2 		$854K Buy
29,485
+379
+1% +$10.9K 0.09% 175
2024
Q1 		$849K Hold
29,106
– – 0.1% 185
2023
Q4 		$767K Hold
29,106
– – 0.1% 171
2023
Q3 		$797K Sell
29,106
-553
-2% -$14.8K 0.12% 154
2023
Q2 		$782K Buy
29,659
+2,035
+7% +$53.2K 0.13% 161
2023
Q1 		$715K Hold
27,624
– – 0.17% 138
2022
Q4 		$666K Hold
27,624
– – 0.18% 129
2022
Q3 		$657K Hold
27,624
– – 0.2% 105
2022
Q2 		$673K Hold
27,624
– – 0.2% 116
2022
Q1 		$713K Hold
27,624
– – 0.21% 114
2021
Q4 		$607K Hold
27,624
– – 0.12% 151
2021
Q3 		$598K Hold
27,624
– – 0.13% 140
2021
Q2 		$667K Hold
27,624
– – 0.14% 116
2021
Q1 		$608K Hold
27,624
– – 0.14% 108
2020
Q4 		$541K Buy
+27,624
New +$514K 0.15% 81

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Advisor OS's EPD Position: Q1 2026 in Review

Advisor OS increased its Enterprise Products Partners (EPD) stake by 0.11% in Q1 2026, buying an estimated $1.17K and bringing the position to 29,873 shares worth $1.13M. The position accounts for 0.08% of the portfolio, ranked #169.

Advisor OS first reported a position in EPD in Q4 2020 and has held it in 22 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Advisor OS held 29,873 shares of Enterprise Products Partners worth $1.13M as of Q1 2026.
  • Advisor OS bought 33 Enterprise Products Partners shares in Q1 2026, an estimated $1.17K.
  • Enterprise Products Partners made up 0.08% of Advisor OS's portfolio in Q1 2026, its #169 holding.
  • Advisor OS first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 22 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.