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Anchor Investment Management’s Enterprise Products Partners EPD Stock Holding History

Anchor Investment Management’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 		$1.41M Buy
37,146
+5
+0% +$177 0.12% 164
2025
Q4 		$1.19M Buy
37,141
+6
+0% +$190 0.1% 179
2025
Q3 		$1.16M Sell
37,135
-1,000
-3% -$31.5K 0.1% 180
2025
Q2 		$1.18M Buy
38,135
+1,800
+5% +$56.1K 0.1% 177
2025
Q1 		$1.24M Buy
36,335
+1,000
+3% +$33.3K 0.12% 168
2024
Q4 		$1.11M Hold
35,335
– – 0.1% 177
2024
Q3 		$1.03M Sell
35,335
-500
-1% -$14.6K 0.1% 186
2024
Q2 		$1.04M Sell
35,835
-1,005
-3% -$28.8K 0.11% 172
2024
Q1 		$1.07M Buy
36,840
+150
+0.4% +$4.12K 0.11% 169
2023
Q4 		$967K Buy
36,690
+200
+0.5% +$5.33K 0.11% 172
2023
Q3 		$999K Buy
36,490
+2,000
+6% +$53.5K 0.13% 157
2023
Q2 		$909K Buy
34,490
+300
+0.9% +$7.84K 0.12% 169
2023
Q1 		$886K Sell
34,190
-300
-0.9% -$7.71K 0.12% 172
2022
Q4 		$832K Sell
34,490
-2,495
-7% -$61.4K 0.12% 176
2022
Q3 		$880K Hold
36,985
– – 0.14% 156
2022
Q2 		$901K Buy
36,985
+200
+0.5% +$5.26K 0.13% 163
2022
Q1 		$949K Buy
36,785
+2,405
+7% +$58.4K 0.12% 175
2021
Q4 		$755K Buy
34,380
+1,900
+6% +$42.6K 0.09% 197
2021
Q3 		$703K Hold
32,480
– – 0.1% 196
2021
Q2 		$784K Hold
32,480
– – 0.11% 186
2021
Q1 		$715K Buy
32,480
+5,494
+20% +$121K 0.11% 185
2020
Q4 		$529K Buy
26,986
+1,156
+4% +$21.5K 0.1% 180
2020
Q3 		$408K Buy
25,830
+3,926
+18% +$68.8K 0.08% 182
2020
Q2 		$398K Sell
21,904
-2,376
-10% -$42.5K 0.09% 178
2020
Q1 		$347K Buy
24,280
+1,000
+4% +$23.2K 0.09% 182
2019
Q4 		$656K Sell
23,280
-40
-0.2% -$1.08K 0.14% 156
2019
Q3 		$666K Buy
23,320
+2,940
+14% +$85.6K 0.15% 149
2019
Q2 		$588K Buy
20,380
+1,890
+10% +$54.5K 0.14% 152
2019
Q1 		$538K Buy
18,490
+720
+4% +$20.1K 0.13% 157
2018
Q4 		$437K Buy
17,770
+500
+3% +$13.4K 0.12% 172
2018
Q3 		$496K Buy
17,270
+1,400
+9% +$40.5K 0.11% 181
2018
Q2 		$439K Sell
15,870
-800
-5% -$21.9K 0.11% 198
2018
Q1 		$408K Hold
16,670
– – 0.11% 203
2017
Q4 		$442K Buy
16,670
+430
+3% +$10.9K 0.12% 186
2017
Q3 		$423K Buy
16,240
+200
+1% +$5.29K 0.12% 174
2017
Q2 		$434K Sell
16,040
-500
-3% -$13.5K 0.14% 152
2017
Q1 		$457K Sell
16,540
-600
-4% -$16.8K 0.16% 140
2016
Q4 		$463K Buy
17,140
+300
+2% +$7.82K 0.17% 130
2016
Q3 		$465K Sell
16,840
-1,458
-8% -$40.3K 0.18% 126
2016
Q2 		$535K Buy
18,298
+22
+0.1% +$591 0.21% 114
2016
Q1 		$450K Buy
+18,276
New +$426K 0.18% 126

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

Anchor Investment Management's EPD Position: Q1 2026 in Review

Anchor Investment Management increased its Enterprise Products Partners (EPD) stake by 0.01% in Q1 2026, buying an estimated $177 and bringing the position to 37,146 shares worth $1.41M. The position accounts for 0.12% of the portfolio, ranked #164.

Anchor Investment Management first reported a position in EPD in Q1 2016 and has held it in 41 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Anchor Investment Management held 37,146 shares of Enterprise Products Partners worth $1.41M as of Q1 2026.
  • Anchor Investment Management bought 5 Enterprise Products Partners shares in Q1 2026, an estimated $177.
  • Enterprise Products Partners made up 0.12% of Anchor Investment Management's portfolio in Q1 2026, its #164 holding.
  • Anchor Investment Management first reported a position in Enterprise Products Partners in Q1 2016 and has held it in 41 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.