Advisortrust Partners’s Enterprise Products Partners EPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$341K Hold
9,263
0.12% 143
2026
Q1
$351K Buy
9,263
+1,114
+14% +$39.4K 0.15% 116
2025
Q4
$261K Buy
+8,149
New +$258K 0.11% 132

Other funds holding EPD

Advisortrust Partners's EPD Position: Q2 2026 in Review

Advisortrust Partners held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 9,263 shares worth $341K. The position accounts for 0.12% of the portfolio, ranked #143.

Advisortrust Partners first reported a position in EPD in Q4 2025 and has held it in 3 quarters since. The position peaked at $351K in Q1 2026. 1,581 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Advisortrust Partners held 9,263 shares of Enterprise Products Partners worth $341K as of Q2 2026.
  • Advisortrust Partners left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.12% of Advisortrust Partners's portfolio in Q2 2026, its #143 holding.
  • Advisortrust Partners first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 3 quarters since.
  • Advisortrust Partners's Enterprise Products Partners position peaked at $351K in Q1 2026.
  • 1,581 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Advisortrust Partners's 13F filing for Q2 2026, filed 10 Aug 2026.