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Advocate Investing Services’s Enterprise Products Partners EPD Stock Holding History

Advocate Investing Services’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 		$8.17K Buy
222
+3
+1% +$113 0.01% 281
2026
Q1 		$8.29K Buy
219
+3
+1% +$106 0.01% 265
2025
Q4 		$6.92K Buy
+216
New +$6.83K 0.01% 267

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
Fayez Sarofim & Co
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
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

Advocate Investing Services's EPD Position: Q2 2026 in Review

Advocate Investing Services increased its Enterprise Products Partners (EPD) stake by 1.4% in Q2 2026, buying an estimated $113 and bringing the position to 222 shares worth $8.17K. The position accounts for 0.01% of the portfolio, ranked #281.

Advocate Investing Services first reported a position in EPD in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.29K in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Advocate Investing Services held 222 shares of Enterprise Products Partners worth $8.17K as of Q2 2026.
  • Advocate Investing Services bought 3 Enterprise Products Partners shares in Q2 2026, an estimated $113.
  • Enterprise Products Partners made up 0.01% of Advocate Investing Services's portfolio in Q2 2026, its #281 holding.
  • Advocate Investing Services first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 3 quarters since.
  • Advocate Investing Services's Enterprise Products Partners position peaked at $8.29K in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Advocate Investing Services's 13F filing for Q2 2026, filed 29 Jul 2026.