Advisor Resource Council’s Enterprise Products Partners EPD Stock Holding History

Advisor Resource Council’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	$962K	Sell	26,375 -670	-2%	-$25.3K	0.27%	77
2026 Q1	$1.02M	Buy	27,045 +43	+0.2%	+$1.52K	0.33%	51
2025 Q4	$894K	Buy	+27,002	New	+$854K	0.32%	68
2025 Q2	–	Sell	-33,256	Closed	-$1.06M	–	303
2025 Q1	$1.06M	Buy	+33,256	New	+$1.11M	0.09%	237
2024 Q1	–	Sell	-20,307	Closed	-$535K	–	324
2023 Q4	$535K	Buy	+20,307	New	+$541K	0.06%	261
2023 Q2	–	Sell	-10,326	Closed	-$275K	–	195
2023 Q1	$275K	Buy	+10,326	New	+$265K	0.07%	205
2022 Q3	–	Sell	-18,170	Closed	-$443K	–	254
2022 Q2	$443K	Buy	+18,170	New	+$478K	0.04%	302
2022 Q1	–	Sell	-17,551	Closed	-$386K	–	309
2021 Q4	$386K	Buy	+17,551	New	+$394K	0.03%	380
2021 Q3	–	Sell	-13,570	Closed	-$328K	–	293
2021 Q2	$328K	Buy	+13,570	New	+$321K	0.03%	379

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

Advisor Resource Council's EPD Position: Q2 2026 in Review

Advisor Resource Council reduced its Enterprise Products Partners (EPD) stake by 2.5% in Q2 2026, selling an estimated $25.3K and leaving 26,375 shares worth $962K. The position accounts for 0.27% of the portfolio, ranked #77.

Advisor Resource Council first reported a position in EPD in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.06M in Q1 2025. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Advisor Resource Council held 26,375 shares of Enterprise Products Partners worth $962K as of Q2 2026.
Advisor Resource Council sold 670 Enterprise Products Partners shares in Q2 2026, an estimated $25.3K.
Enterprise Products Partners made up 0.27% of Advisor Resource Council's portfolio in Q2 2026, its #77 holding.
Advisor Resource Council first reported a position in Enterprise Products Partners in Q2 2021 and has held it in 9 quarters since.
Advisor Resource Council's Enterprise Products Partners position peaked at $1.06M in Q1 2025.
1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Advisor Resource Council's 13F filing for Q2 2026, filed 28 Jul 2026.