AA
EPD icon

Advisory Advocates’s Enterprise Products Partners EPD Stock Holding History

Advisory Advocates’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 		$518K Buy
14,092
+1,031
+8% +$38.9K 0.44% 81
2026
Q1 		$494K Sell
13,061
-4,668
-26% -$165K 0.5% 75
2025
Q4 		$568K Buy
+17,729
New +$561K 0.57% 65

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Advisory Advocates's EPD Position: Q2 2026 in Review

Advisory Advocates increased its Enterprise Products Partners (EPD) stake by 7.9% in Q2 2026, buying an estimated $38.9K and bringing the position to 14,092 shares worth $518K. The position accounts for 0.44% of the portfolio, ranked #81.

Advisory Advocates first reported a position in EPD in Q4 2025 and has held it in 3 quarters since. The position peaked at $568K in Q4 2025. 1,526 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Advisory Advocates held 14,092 shares of Enterprise Products Partners worth $518K as of Q2 2026.
  • Advisory Advocates bought 1,031 Enterprise Products Partners shares in Q2 2026, an estimated $38.9K.
  • Enterprise Products Partners made up 0.44% of Advisory Advocates's portfolio in Q2 2026, its #81 holding.
  • Advisory Advocates first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 3 quarters since.
  • Advisory Advocates's Enterprise Products Partners position peaked at $568K in Q4 2025.
  • 1,526 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Advisory Advocates's 13F filing for Q2 2026, filed 10 Aug 2026.