Claro Advisors
EPD icon

Claro Advisors’s Enterprise Products Partners EPD Stock Holding History

Claro 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
Q3 		$1.16M Sell
32,564
-790
-2% -$30.1K 0.11% 166
2026
Q2 		$1.23M Buy
33,354
+600
+2% +$22.6K 0.13% 138
2026
Q1 		$1.24M Buy
32,754
+190
+0.6% +$6.72K 0.15% 127
2025
Q4 		$1.04M Hold
32,564
– – 0.14% 126
2025
Q3 		$1.02M Hold
32,564
– – 0.15% 124
2025
Q2 		$1.01M Buy
32,564
+4,439
+16% +$138K 0.17% 116
2025
Q1 		$960K Sell
28,125
-107
-0.4% -$3.56K 0.13% 153
2024
Q4 		$885K Sell
28,232
-46
-0.2% -$1.41K 0.12% 156
2024
Q3 		$823K Hold
28,278
– – 0.11% 187
2024
Q2 		$819K Buy
28,278
+1,000
+4% +$28.7K 0.13% 163
2024
Q1 		$796K Sell
27,278
-827
-3% -$22.7K 0.14% 170
2023
Q4 		$741K Sell
28,105
-354
-1% -$9.43K 0.16% 148
2023
Q3 		$779K Buy
28,459
+525
+2% +$14K 0.19% 123
2023
Q2 		$736K Hold
27,934
– – 0.18% 141
2023
Q1 		$723K Buy
+27,934
New +$718K 0.21% 116
2019
Q1 		– Sell
-2,535
Closed -$73K – 387
2018
Q4 		$73K Buy
+2,535
New +$67.9K 0.06% 277

Other funds holding EPD

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Paralel Advisors
Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Claro Advisors's EPD Position: Q3 2026 in Review

Claro Advisors reduced its Enterprise Products Partners (EPD) stake by 2.4% in Q3 2026, selling an estimated $30.1K and leaving 32,564 shares worth $1.16M. The position accounts for 0.11% of the portfolio, ranked #166.

Claro Advisors first reported a position in EPD in Q4 2018 and has held it in 16 quarters since. The position peaked at $1.24M in Q1 2026. 1,055 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Claro Advisors held 32,564 shares of Enterprise Products Partners worth $1.16M as of Q3 2026.
  • Claro Advisors sold 790 Enterprise Products Partners shares in Q3 2026, an estimated $30.1K.
  • Enterprise Products Partners made up 0.11% of Claro Advisors's portfolio in Q3 2026, its #166 holding.
  • Claro Advisors first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 16 quarters since.
  • Claro Advisors's Enterprise Products Partners position peaked at $1.24M in Q1 2026.
  • 1,055 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Claro Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.