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Clearstead Advisors’s Enterprise Products Partners EPD Stock Holding History

Clearstead 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 		$3.45M Buy
93,924
+1,673
+2% +$63.1K 0.03% 303
2026
Q1 		$3.49M Sell
92,251
-974
-1% -$34.5K 0.03% 276
2025
Q4 		$2.99M Buy
93,225
+890
+1% +$28.1K 0.04% 270
2025
Q3 		$2.89M Buy
92,335
+19,963
+28% +$630K 0.04% 263
2025
Q2 		$2.24M Buy
72,372
+12,568
+21% +$392K 0.03% 299
2025
Q1 		$2.04M Buy
59,804
+2,834
+5% +$94.4K 0.03% 298
2024
Q4 		$1.79M Buy
56,970
+5,938
+12% +$182K 0.03% 309
2024
Q3 		$1.49M Buy
51,032
+1,089
+2% +$31.8K 0.02% 344
2024
Q2 		$1.45M Buy
49,943
+29,975
+150% +$859K 0.02% 324
2024
Q1 		$574K Buy
19,968
+1,603
+9% +$44K 0.03% 295
2023
Q4 		$484K Buy
18,365
+2,402
+15% +$64K 0.03% 313
2023
Q3 		$437K Buy
15,963
+3
+0% +$80 0.03% 309
2023
Q2 		$421K Buy
15,960
+1,372
+9% +$35.9K 0.03% 314
2023
Q1 		$378K Sell
14,588
-2,759
-16% -$70.9K 0.03% 303
2022
Q4 		$418K Hold
17,347
– – 0.03% 279
2022
Q3 		$413K Sell
17,347
-8,782
-34% -$227K 0.04% 254
2022
Q2 		$637K Buy
26,129
+9,106
+53% +$240K 0.05% 220
2022
Q1 		$439K Sell
17,023
-782
-4% -$19K 0.03% 282
2021
Q4 		$391K Hold
17,805
– – 0.03% 287
2021
Q3 		$385K Hold
17,805
– – 0.03% 273
2021
Q2 		$430K Sell
17,805
-328
-2% -$7.76K 0.03% 244
2021
Q1 		$399K Buy
18,133
+1,000
+6% +$22K 0.03% 245
2020
Q4 		$336K Sell
17,133
-1,470
-8% -$27.4K 0.03% 248
2020
Q3 		$294K Buy
18,603
+4,218
+29% +$73.9K 0.03% 235
2020
Q2 		$261K Buy
14,385
+10,723
+293% +$192K 0.03% 235
2020
Q1 		$52K Sell
3,662
-16,366
-82% -$380K 0.01% 406
2019
Q4 		$564K Sell
20,028
-295
-1% -$8K 0.07% 166
2019
Q3 		$581K Buy
+20,323
New +$592K 0.08% 153
2019
Q2 		– Sell
-19,455
Closed -$561K – 143
2019
Q1 		$566K Buy
+19,455
New +$543K 0.08% 155
2018
Q4 		– Hold
0
– – – 176
2018
Q3 		– Hold
0
– – – 191
2017
Q2 		– Hold
0
– – – 227

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

Clearstead Advisors's EPD Position: Q2 2026 in Review

Clearstead Advisors increased its Enterprise Products Partners (EPD) stake by 1.8% in Q2 2026, buying an estimated $63.1K and bringing the position to 93,924 shares worth $3.45M. The position accounts for 0.03% of the portfolio, ranked #303.

Clearstead Advisors first reported a position in EPD in Q1 2019 and has held it in 29 quarters since. The position peaked at $3.49M in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Clearstead Advisors held 93,924 shares of Enterprise Products Partners worth $3.45M as of Q2 2026.
  • Clearstead Advisors bought 1,673 Enterprise Products Partners shares in Q2 2026, an estimated $63.1K.
  • Enterprise Products Partners made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #303 holding.
  • Clearstead Advisors first reported a position in Enterprise Products Partners in Q1 2019 and has held it in 29 quarters since.
  • Clearstead Advisors's Enterprise Products Partners position peaked at $3.49M in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.