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Continuum Advisory’s Enterprise Products Partners EPD Stock Holding History

Continuum Advisory’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
Q1 		$344K Hold
9,093
– – 0.03% 343
2025
Q4 		$292K Buy
9,093
+1,140
+14% +$36K 0.03% 370
2025
Q3 		$249K Buy
7,953
+295
+4% +$9.31K 0.03% 388
2025
Q2 		$237K Hold
7,658
– – 0.03% 380
2025
Q1 		$261K Hold
7,658
– – 0.03% 348
2024
Q4 		$240K Sell
7,658
-1,175
-13% -$36.1K 0.03% 355
2024
Q3 		$272K Sell
8,833
-1,895
-18% -$55.4K 0.03% 338
2024
Q2 		$311K Hold
10,728
– – 0.04% 300
2024
Q1 		$307K Sell
10,728
-9,232
-46% -$253K 0.05% 302
2023
Q4 		$526K Buy
19,960
+1,092
+6% +$29.1K 0.07% 273
2023
Q3 		$516K Buy
18,868
+5,175
+38% +$138K 0.08% 270
2023
Q2 		$361K Sell
13,693
-1,293
-9% -$33.8K 0.06% 335
2023
Q1 		$388K Buy
14,986
+962
+7% +$24.7K 0.07% 302
2022
Q4 		$338K Buy
14,024
+629
+5% +$15.5K 0.06% 325
2022
Q3 		$319K Sell
13,395
-417
-3% -$10.8K 0.06% 310
2022
Q2 		$337K Buy
13,812
+1,562
+13% +$41.1K 0.06% 312
2022
Q1 		$317K Buy
12,250
+1,092
+10% +$26.5K 0.06% 311
2021
Q4 		$245K Hold
11,158
– – 0.06% 263
2021
Q3 		$241K Buy
+11,158
New +$253K 0.06% 256
2020
Q4 		– Sell
-29,684
Closed -$465K – 158
2020
Q3 		$465K Buy
+29,684
New +$520K 0.25% 83

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Continuum Advisory's EPD Position: Q1 2026 in Review

Continuum Advisory held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 9,093 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #343.

Continuum Advisory first reported a position in EPD in Q3 2020 and has held it in 20 quarters since. The position peaked at $526K in Q4 2023. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Continuum Advisory held 9,093 shares of Enterprise Products Partners worth $344K as of Q1 2026.
  • Continuum Advisory left its Enterprise Products Partners share count unchanged in Q1 2026.
  • Enterprise Products Partners made up 0.03% of Continuum Advisory's portfolio in Q1 2026, its #343 holding.
  • Continuum Advisory first reported a position in Enterprise Products Partners in Q3 2020 and has held it in 20 quarters since.
  • Continuum Advisory's Enterprise Products Partners position peaked at $526K in Q4 2023.
  • 1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.