AWA
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Arkadios Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Arkadios Wealth Advisors’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 		$3.24M Buy
88,011
+190
+0.2% +$7.17K 0.05% 380
2026
Q1 		$3.32M Buy
87,821
+4,878
+6% +$173K 0.05% 354
2025
Q4 		$2.66M Buy
82,943
+6,834
+9% +$216K 0.05% 364
2025
Q3 		$2.38M Sell
76,109
-2,414
-3% -$76.2K 0.06% 355
2025
Q2 		$2.44M Buy
78,523
+4,147
+6% +$129K 0.07% 294
2025
Q1 		$2.54M Buy
74,376
+20,699
+39% +$689K 0.1% 238
2024
Q4 		$1.68M Buy
53,677
+7,086
+15% +$218K 0.09% 214
2024
Q3 		$1.36M Buy
46,591
+20
+0% +$584 0.08% 250
2024
Q2 		$1.35M Buy
+46,571
New +$1.34M 0.09% 223
2023
Q2 		– Sell
-8,766
Closed -$227K – 620
2023
Q1 		$227K Sell
8,766
-68
-0.8% -$1.75K 0.03% 530
2022
Q4 		$213K Buy
+8,834
New +$217K 0.03% 511
2021
Q4 		– Sell
-1,839
Closed -$39K – 918
2021
Q3 		$39K Sell
1,839
-1,683
-48% -$38.2K 0.01% 961
2021
Q2 		$84K Sell
3,522
-94
-3% -$2.23K 0.01% 772
2021
Q1 		$79K Buy
3,616
+470
+15% +$10.3K 0.01% 583
2020
Q4 		$61K Buy
3,146
+2,251
+252% +$41.9K 0.01% 513
2020
Q3 		$15.6K Buy
895
+292
+48% +$5.12K 0.01% 655
2020
Q2 		$10.3K Buy
603
+87
+17% +$1.56K 0.01% 677
2020
Q1 		$7.38K Buy
+516
New +$12K ﹤0.01% 699

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

Arkadios Wealth Advisors's EPD Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Enterprise Products Partners (EPD) stake by 0.22% in Q2 2026, buying an estimated $7.17K and bringing the position to 88,011 shares worth $3.24M. The position accounts for 0.05% of the portfolio, ranked #380.

Arkadios Wealth Advisors first reported a position in EPD in Q1 2020 and has held it in 18 quarters since. The position peaked at $3.32M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Arkadios Wealth Advisors held 88,011 shares of Enterprise Products Partners worth $3.24M as of Q2 2026.
  • Arkadios Wealth Advisors bought 190 Enterprise Products Partners shares in Q2 2026, an estimated $7.17K.
  • Enterprise Products Partners made up 0.05% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #380 holding.
  • Arkadios Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2020 and has held it in 18 quarters since.
  • Arkadios Wealth Advisors's Enterprise Products Partners position peaked at $3.32M in Q1 2026.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.