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Flagship Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Flagship Wealth 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
Q1 		$3.75K Hold
121
– – ﹤0.01% 324
2025
Q4 		$3.88K Hold
121
– – ﹤0.01% 360
2025
Q3 		$3.78K Hold
121
– – ﹤0.01% 380
2025
Q2 		$3.75K Hold
121
– – ﹤0.01% 341
2025
Q1 		$4.13K Hold
121
– – ﹤0.01% 339
2024
Q4 		$3.79K Buy
+121
New +$3.72K ﹤0.01% 333

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Flagship Wealth Advisors's EPD Position: Q1 2026 in Review

Flagship Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 121 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Flagship Wealth Advisors first reported a position in EPD in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.13K in Q1 2025. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Flagship Wealth Advisors held 121 shares of Enterprise Products Partners worth $3.75K as of Q1 2026.
  • Flagship Wealth Advisors left its Enterprise Products Partners share count unchanged in Q1 2026.
  • Enterprise Products Partners made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #324 holding.
  • Flagship Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's Enterprise Products Partners position peaked at $4.13K in Q1 2025.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.