Cassaday & Co Wealth Management
EPD icon

Cassaday & Co Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Cassaday & Co 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
Q3 		$170K Buy
4,762
+15
+0.3% +$572 ﹤0.01% 381
2026
Q2 		$174K Sell
4,747
-365
-7% -$13.8K ﹤0.01% 377
2026
Q1 		$193K Buy
+5,112
New +$181K ﹤0.01% 346
2024
Q2 		– Sell
-9,272
Closed -$271K – 295
2024
Q1 		$271K Buy
+9,272
New +$255K 0.01% 240

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Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Cassaday & Co Wealth Management's EPD Position: Q3 2026 in Review

Cassaday & Co Wealth Management increased its Enterprise Products Partners (EPD) stake by 0.32% in Q3 2026, buying an estimated $572 and bringing the position to 4,762 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Cassaday & Co Wealth Management first reported a position in EPD in Q1 2024 and has held it in 4 quarters since. The position peaked at $271K in Q1 2024. 1,407 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Cassaday & Co Wealth Management held 4,762 shares of Enterprise Products Partners worth $170K as of Q3 2026.
  • Cassaday & Co Wealth Management bought 15 Enterprise Products Partners shares in Q3 2026, an estimated $572.
  • Enterprise Products Partners made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q3 2026, its #381 holding.
  • Cassaday & Co Wealth Management first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 4 quarters since.
  • Cassaday & Co Wealth Management's Enterprise Products Partners position peaked at $271K in Q1 2024.
  • 1,407 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.