Fortitude Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Fortitude Advisory Group’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 Q3	$702K	Buy	19,705 +975	+5%	+$37.2K	0.27%	81
2026 Q2	$689K	Buy	18,730 +492	+3%	+$18.6K	0.26%	84
2026 Q1	$690K	Buy	18,238 +19	+0.1%	+$672	0.31%	69
2025 Q4	$584K	Buy	18,219 +942	+5%	+$29.8K	0.25%	71
2025 Q3	$540K	Buy	17,277 +22	+0.1%	+$694	0.29%	74
2025 Q2	$535K	Buy	17,255 +21	+0.1%	+$654	0.31%	65
2025 Q1	$525K	Buy	17,234 +1,014	+6%	+$33.8K	0.38%	54
2024 Q4	$509K	Buy	16,220 +71	+0.4%	+$2.18K	0.31%	64
2024 Q3	$470K	Buy	16,149 +105	+0.7%	+$3.07K	0.3%	76
2024 Q2	$465K	Buy	16,044 +1,319	+9%	+$37.8K	0.28%	70
2024 Q1	$430K	Buy	14,725 +3,729	+34%	+$102K	0.24%	91
2023 Q4	$290K	Buy	10,996 +1,921	+21%	+$51.2K	0.18%	139
2023 Q3	$248K	Buy	9,075 +1,201	+15%	+$32.1K	0.17%	142
2023 Q2	$207K	Buy	7,874 +114	+1%	+$2.98K	0.15%	176
2023 Q1	$201K	Buy	+7,760	New	+$199K	0.16%	190
2022 Q2	–	Sell	-585	Closed	-$15K	–	529
2022 Q1	$15K	Buy	585 +235	+67%	+$5.7K	0.01%	919
2021 Q4	$8K	Buy	+350	New	+$7.85K	﹤0.01%	1090

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fortitude Advisory Group's EPD Position: Q3 2026 in Review

Fortitude Advisory Group increased its Enterprise Products Partners (EPD) stake by 5.2% in Q3 2026, buying an estimated $37.2K and bringing the position to 19,705 shares worth $702K. The position accounts for 0.27% of the portfolio, ranked #81.

Fortitude Advisory Group first reported a position in EPD in Q4 2021 and has held it in 17 quarters since. 1,251 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Fortitude Advisory Group held 19,705 shares of Enterprise Products Partners worth $702K as of Q3 2026.
Fortitude Advisory Group bought 975 Enterprise Products Partners shares in Q3 2026, an estimated $37.2K.
Enterprise Products Partners made up 0.27% of Fortitude Advisory Group's portfolio in Q3 2026, its #81 holding.
Fortitude Advisory Group first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 17 quarters since.
1,251 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Fortitude Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.