Fiduciary Alliance’s Enterprise Products Partners EPD Stock Holding History

Fiduciary Alliance’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	$479K	Buy	12,909 +147	+1%	+$5.2K	0.03%	376
2025 Q4	$409K	Buy	12,762 +1,859	+17%	+$58.8K	0.03%	366
2025 Q3	$341K	Sell	10,903 -389	-3%	-$12.3K	0.02%	395
2025 Q2	$350K	Buy	11,292 +198	+2%	+$6.17K	0.03%	366
2025 Q1	$379K	Buy	+11,094	New	+$369K	0.04%	287
2023 Q3	–	Sell	-237	Closed	-$6.25K	–	400
2023 Q2	$6.25K	Buy	+237	New	+$6.2K	﹤0.01%	653
2023 Q1	–	Sell	-229	Closed	-$5.52K	–	363
2022 Q4	$5.52K	Buy	+229	New	+$5.64K	﹤0.01%	506

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

Fiduciary Alliance's EPD Position: Q1 2026 in Review

Fiduciary Alliance increased its Enterprise Products Partners (EPD) stake by 1.2% in Q1 2026, buying an estimated $5.2K and bringing the position to 12,909 shares worth $479K. The position accounts for 0.03% of the portfolio, ranked #376.

Fiduciary Alliance first reported a position in EPD in Q4 2022 and has held it in 7 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Fiduciary Alliance held 12,909 shares of Enterprise Products Partners worth $479K as of Q1 2026.
Fiduciary Alliance bought 147 Enterprise Products Partners shares in Q1 2026, an estimated $5.2K.
Enterprise Products Partners made up 0.03% of Fiduciary Alliance's portfolio in Q1 2026, its #376 holding.
Fiduciary Alliance first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 7 quarters since.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.