Foster Victor Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Foster Victor 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 Q2	$261K	Sell	6,925 -1,547	-18%	-$58.4K	0.01%	224
2026 Q1	$316K	Sell	8,472 -195	-2%	-$6.9K	0.02%	205
2025 Q4	$285K	Sell	8,667 -294	-3%	-$9.3K	0.02%	203
2025 Q3	$284K	Buy	8,961 +2,481	+38%	+$78.3K	0.02%	180
2025 Q2	$207K	Buy	+6,480	New	+$202K	0.01%	193
2025 Q1	–	Sell	-6,478	Closed	-$217K	–	197
2024 Q4	$217K	Buy	+6,478	New	+$199K	0.02%	182

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Foster Victor Wealth Advisors's EPD Position: Q2 2026 in Review

Foster Victor Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 18% in Q2 2026, selling an estimated $58.4K and leaving 6,925 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #224.

Foster Victor Wealth Advisors first reported a position in EPD in Q4 2024 and has held it in 6 quarters since. The position peaked at $316K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Foster Victor Wealth Advisors held 6,925 shares of Enterprise Products Partners worth $261K as of Q2 2026.
Foster Victor Wealth Advisors sold 1,547 Enterprise Products Partners shares in Q2 2026, an estimated $58.4K.
Enterprise Products Partners made up 0.01% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #224 holding.
Foster Victor Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 6 quarters since.
Foster Victor Wealth Advisors's Enterprise Products Partners position peaked at $316K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.