ARS Wealth Advisors Group’s Enterprise Products Partners EPD Stock Holding History

ARS Wealth Advisors Group’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 Q3	$332K	Hold	9,315	–	–	0.02%	171
2026 Q2	$342K	Hold	9,315	–	–	0.03%	170
2026 Q1	$352K	Buy	9,315 +866	+10%	+$30.7K	0.03%	147
2025 Q4	$271K	Hold	8,449	–	–	0.02%	161
2025 Q3	$264K	Sell	8,449 -775	-8%	-$24.4K	0.03%	158
2025 Q2	$286K	Buy	9,224 +1,000	+12%	+$31.2K	0.03%	138
2025 Q1	$281K	Buy	8,224 +75	+0.9%	+$2.5K	0.04%	126
2024 Q4	$256K	Buy	8,149 +1,130	+16%	+$34.7K	0.04%	137
2024 Q3	$204K	Buy	+7,019	New	+$205K	0.03%	166
2024 Q2	–	Sell	-7,289	Closed	-$213K	–	168
2024 Q1	$213K	Buy	+7,289	New	+$200K	0.03%	160
2023 Q2	–	Sell	-10,845	Closed	-$281K	–	144
2023 Q1	$281K	Buy	10,845 +300	+3%	+$7.71K	0.05%	103
2022 Q4	$254K	Sell	10,545 -920	-8%	-$22.6K	0.04%	117
2022 Q3	$273K	Buy	+11,465	New	+$296K	0.04%	122

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

ARS Wealth Advisors Group's EPD Position: Q3 2026 in Review

ARS Wealth Advisors Group held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 9,315 shares worth $332K. The position accounts for 0.02% of the portfolio, ranked #171.

ARS Wealth Advisors Group first reported a position in EPD in Q3 2022 and has held it in 13 quarters since. The position peaked at $352K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

ARS Wealth Advisors Group held 9,315 shares of Enterprise Products Partners worth $332K as of Q3 2026.
ARS Wealth Advisors Group left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.02% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #171 holding.
ARS Wealth Advisors Group first reported a position in Enterprise Products Partners in Q3 2022 and has held it in 13 quarters since.
ARS Wealth Advisors Group's Enterprise Products Partners position peaked at $352K in Q1 2026.
1,407 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.