Diversify Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Diversify Advisory Services’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	–	Sell	-12,003	Closed	-$395K	–	417
2025 Q4	$395K	Buy	12,003 +46	+0.4%	+$1.45K	0.01%	678
2025 Q3	$365K	Sell	11,957 -489	-4%	-$15.4K	0.01%	660
2025 Q2	$390K	Buy	12,446 +310	+3%	+$9.66K	0.01%	615
2025 Q1	$374K	Buy	12,136 +38	+0.3%	+$1.27K	0.02%	427
2024 Q4	$389K	Sell	12,098 -1,549	-11%	-$47.6K	0.02%	419
2024 Q3	$395K	Buy	13,647 +45	+0.3%	+$1.31K	0.02%	423
2024 Q2	$397K	Buy	13,602 +1,673	+14%	+$48K	0.02%	425
2024 Q1	$350K	Buy	+11,929	New	+$328K	0.02%	501

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

Diversify Advisory Services's EPD Position: Q1 2026 in Review

Diversify Advisory Services sold out of Enterprise Products Partners (EPD) in Q1 2026, closing a stake of 12,003 shares — an estimated $395K sold.

Diversify Advisory Services first reported a position in EPD in Q1 2024 and held it in 8 quarters. The position peaked at $397K in Q2 2024. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Diversify Advisory Services reported no remaining Enterprise Products Partners position as of Q1 2026 after selling out during the quarter.
Diversify Advisory Services sold 12,003 Enterprise Products Partners shares in Q1 2026, an estimated $395K.
Diversify Advisory Services first reported a position in Enterprise Products Partners in Q1 2024 and held it in 8 quarters.
Diversify Advisory Services's Enterprise Products Partners position peaked at $397K in Q2 2024.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.