Avior Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Avior Wealth 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 Q2	$486K	Hold	13,225	–	–	0.01%	525
2026 Q1	$500K	Buy	13,225 +2,280	+21%	+$80.7K	0.01%	536
2025 Q4	$351K	Hold	10,945	–	–	0.01%	567
2025 Q3	$342K	Sell	10,945 -4,000	-27%	-$126K	0.01%	556
2025 Q2	$463K	Hold	14,945	–	–	0.02%	450
2025 Q1	$510K	Sell	14,945 -2,464	-14%	-$82.1K	0.02%	397
2024 Q4	$546K	Hold	17,409	–	–	0.02%	418
2024 Q3	$507K	Buy	17,409 +5,500	+46%	+$161K	0.02%	445
2024 Q2	$345K	Hold	11,909	–	–	0.01%	530
2024 Q1	$348K	Buy	11,909 +1,050	+10%	+$28.8K	0.02%	548
2023 Q4	$286K	Buy	10,859 +455	+4%	+$12.1K	0.02%	460
2023 Q3	$285K	Sell	10,404 -4,500	-30%	-$120K	0.02%	457
2023 Q2	$393K	Sell	14,904 -11,500	-44%	-$301K	0.03%	398
2023 Q1	$684K	Buy	26,404 +16,000	+154%	+$411K	0.05%	265
2022 Q4	$251K	Hold	10,404	–	–	0.02%	434
2022 Q3	$247K	Hold	10,404	–	–	0.02%	420
2022 Q2	$253K	Buy	10,404 +3,830	+58%	+$101K	0.03%	383
2022 Q1	$169K	Hold	6,574	–	–	0.01%	447
2021 Q4	$144K	Buy	6,574 +10	+0.2%	+$224	0.01%	463
2021 Q3	$142K	Hold	6,564	–	–	0.01%	447
2021 Q2	$158K	Hold	6,564	–	–	0.02%	421
2021 Q1	$144K	Hold	6,564	–	–	0.02%	424
2020 Q4	$128K	Sell	6,564 -24,433	-79%	-$455K	0.02%	416
2020 Q3	$488K	Hold	30,997	–	–	0.07%	237
2020 Q2	$562K	Buy	30,997 +1,533	+5%	+$27.4K	0.09%	210
2020 Q1	$420K	Sell	29,464 -1,730	-6%	-$40.2K	0.08%	226
2019 Q4	$877K	Sell	31,194 -955	-3%	-$25.9K	0.14%	150
2019 Q3	$917K	Hold	32,149	–	–	0.16%	129
2019 Q2	$928K	Buy	32,149 +3,885	+14%	+$112K	0.17%	129
2019 Q1	$821K	Sell	28,264 -1,301	-4%	-$36.3K	0.17%	127
2018 Q4	$725K	Hold	29,565	–	–	0.18%	122
2018 Q3	$849K	Sell	29,565 -125	-0.4%	-$3.61K	0.18%	116
2018 Q2	$822K	Buy	29,690 +100	+0.3%	+$2.73K	0.19%	115
2018 Q1	$724K	Buy	29,590 +1,000	+3%	+$26.6K	0.17%	130
2017 Q4	$758K	Buy	28,590 +19,374	+210%	+$491K	0.17%	125
2017 Q3	$240K	Buy	9,216 +53	+0.6%	+$1.4K	0.08%	130
2017 Q2	$248K	Buy	9,163 +70	+0.8%	+$1.9K	0.1%	109
2017 Q1	$251K	Hold	9,093	–	–	0.08%	133
2016 Q4	$246K	Hold	9,093	–	–	0.09%	129
2016 Q3	$251K	Hold	9,093	–	–	0.1%	127
2016 Q2	$265K	Buy	9,093 +60	+0.7%	+$1.61K	0.11%	119
2016 Q1	$222K	Sell	9,033 -108	-1%	-$2.52K	0.1%	122
2015 Q4	$234K	Sell	9,141 -133	-1%	-$3.46K	0.13%	109
2015 Q3	$231K	Buy	9,274 +2,496	+37%	+$69.2K	0.14%	104
2015 Q2	$203K	Buy	6,778 +1,368	+25%	+$44.8K	0.16%	62
2015 Q1	$178K	Hold	5,410	–	–	0.14%	68
2014 Q4	$195K	Sell	5,410 -350	-6%	-$12.9K	0.16%	64
2014 Q3	$232K	Sell	5,760 -2	-0%	-$78	0.2%	57
2014 Q2	$226K	Hold	5,762	–	–	0.19%	58
2014 Q1	$200K	Hold	5,762	–	–	0.17%	57
2013 Q4	$191K	Buy	+5,762	New	+$180K	0.18%	57

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Avior Wealth Management's EPD Position: Q2 2026 in Review

Avior Wealth Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 13,225 shares worth $486K. The position accounts for 0.01% of the portfolio, ranked #525.

Avior Wealth Management first reported a position in EPD in Q4 2013 and has held it in 51 quarters since. The position peaked at $928K in Q2 2019. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Avior Wealth Management held 13,225 shares of Enterprise Products Partners worth $486K as of Q2 2026.
Avior Wealth Management left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #525 holding.
Avior Wealth Management first reported a position in Enterprise Products Partners in Q4 2013 and has held it in 51 quarters since.
Avior Wealth Management's Enterprise Products Partners position peaked at $928K in Q2 2019.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.