Fortis Advisors’s Enterprise Products Partners EPD Stock Holding History

Fortis 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	$276K	Hold	7,262	–	–	0.14%	99
2025 Q4	$233K	Hold	7,262	–	–	0.13%	112
2025 Q3	$227K	Hold	7,262	–	–	0.13%	113
2025 Q2	$225K	Sell	7,262 -2,203	-23%	-$68.6K	0.14%	107
2025 Q1	$323K	Buy	+9,465	New	+$315K	0.21%	78
2023 Q2	–	Sell	-1	Closed	-$26	–	141
2023 Q1	$26	Hold	1	–	–	﹤0.01%	264
2022 Q4	$24	Buy	+1	New	+$25	﹤0.01%	256
2020 Q3	–	Sell	-1	Closed	–	–	160
2020 Q2	$0	Hold	1	–	–	﹤0.01%	219
2020 Q1	$0	Sell	1 -25,876	-100%	-$601K	﹤0.01%	335
2019 Q4	$729K	Hold	25,877	–	–	0.44%	36
2019 Q3	$740K	Buy	+25,877	New	+$753K	0.35%	34
2019 Q2	–	Hold	0	–	–	–	37
2019 Q1	–	Hold	0	–	–	–	30
2018 Q4	–	Hold	0	–	–	–	29
2018 Q3	–	Hold	0	–	–	–	31
2018 Q2	–	Hold	0	–	–	–	29
2018 Q1	–	Hold	0	–	–	–	31
2017 Q4	–	Hold	0	–	–	–	23
2017 Q3	–	Hold	0	–	–	–	21
2017 Q2	–	Hold	0	–	–	–	18
2017 Q1	–	Hold	0	–	–	–	16
2016 Q4	–	Hold	0	–	–	–	29

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

Fortis Advisors's EPD Position: Q1 2026 in Review

Fortis Advisors held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 7,262 shares worth $276K. The position accounts for 0.14% of the portfolio, ranked #99.

Fortis Advisors first reported a position in EPD in Q3 2019 and has held it in 11 quarters since. The position peaked at $740K in Q3 2019. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Fortis Advisors held 7,262 shares of Enterprise Products Partners worth $276K as of Q1 2026.
Fortis Advisors left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up 0.14% of Fortis Advisors's portfolio in Q1 2026, its #99 holding.
Fortis Advisors first reported a position in Enterprise Products Partners in Q3 2019 and has held it in 11 quarters since.
Fortis Advisors's Enterprise Products Partners position peaked at $740K in Q3 2019.
1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Fortis Advisors's 13F filing for Q1 2026, filed 14 May 2026.