AAS
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Ameritas Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Ameritas Advisory 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
Q1 		$600K Buy
15,859
+13
+0.1% +$460 0.02% 520
2025
Q4 		$508K Sell
15,846
-21,745
-58% -$688K 0.02% 561
2025
Q3 		$1.18M Buy
37,591
+20,030
+114% +$632K 0.08% 224
2025
Q2 		$545K Sell
17,561
-24,286
-58% -$757K 0.03% 484
2025
Q1 		$1.33M Sell
41,847
-72
-0.2% -$2.4K 0.05% 322
2024
Q4 		$1.31M Buy
41,919
+2,873
+7% +$88.3K 0.05% 341
2024
Q3 		$1.14M Sell
39,046
-37,926
-49% -$1.11M 0.05% 353
2024
Q2 		$2.23M Buy
76,972
+561
+0.7% +$16.1K 0.08% 231
2024
Q1 		$2.15M Buy
76,411
+63,683
+500% +$1.75M 0.09% 220
2023
Q4 		$336K Sell
12,728
-17,364
-58% -$463K 0.02% 521
2023
Q3 		$833K Buy
30,092
+6,384
+27% +$171K 0.04% 376
2023
Q2 		$627K Sell
23,708
-4,936
-17% -$129K 0.08% 246
2023
Q1 		$746K Sell
28,644
-7,430
-21% -$191K 0.04% 377
2022
Q4 		$870K Buy
36,074
+7,215
+25% +$178K 0.04% 390
2022
Q3 		$686K Buy
28,859
+6,633
+30% +$171K 0.04% 363
2022
Q2 		$542K Buy
22,226
+1,340
+6% +$35.3K 0.03% 429
2022
Q1 		$539K Buy
20,886
+1,907
+10% +$46.3K 0.02% 481
2021
Q4 		$417K Buy
+18,979
New +$426K 0.02% 546

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

Ameritas Advisory Services's EPD Position: Q1 2026 in Review

Ameritas Advisory Services increased its Enterprise Products Partners (EPD) stake by 0.08% in Q1 2026, buying an estimated $460 and bringing the position to 15,859 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #520.

Ameritas Advisory Services first reported a position in EPD in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.23M in Q2 2024. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Ameritas Advisory Services held 15,859 shares of Enterprise Products Partners worth $600K as of Q1 2026.
  • Ameritas Advisory Services bought 13 Enterprise Products Partners shares in Q1 2026, an estimated $460.
  • Enterprise Products Partners made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #520 holding.
  • Ameritas Advisory Services first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 18 quarters since.
  • Ameritas Advisory Services's Enterprise Products Partners position peaked at $2.23M in Q2 2024.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.