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

GM 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 Q1	$1.98M	Sell	52,239 -5,318	-9%	-$188K	0.08%	111
2025 Q4	$1.85M	Sell	57,557 -17,639	-23%	-$558K	0.07%	116
2025 Q3	$2.35M	Sell	75,196 -2,289	-3%	-$72.2K	0.1%	93
2025 Q2	$2.4M	Sell	77,485 -3,770	-5%	-$117K	0.12%	87
2025 Q1	$2.77M	Sell	81,255 -1,238	-2%	-$41.2K	0.15%	68
2024 Q4	$2.59M	Buy	82,493 +3,084	+4%	+$94.7K	0.14%	68
2024 Q3	$2.31M	Buy	79,409 +636	+0.8%	+$18.6K	0.14%	74
2024 Q2	$2.28M	Buy	78,773 +90	+0.1%	+$2.58K	0.15%	71
2024 Q1	$2.3M	Buy	78,683 +11,450	+17%	+$314K	0.16%	65
2023 Q4	$1.77M	Buy	67,233 +1,025	+2%	+$27.3K	0.13%	67
2023 Q3	$1.81M	Sell	66,208 -1,114	-2%	-$29.8K	0.15%	56
2023 Q2	$1.77M	Sell	67,322 -3,021	-4%	-$79K	0.15%	57
2023 Q1	$1.82M	Sell	70,343 -9,374	-12%	-$241K	0.17%	54
2022 Q4	$1.92M	Sell	79,717 -830	-1%	-$20.4K	0.21%	51
2022 Q3	$1.92M	Sell	80,547 -91	-0.1%	-$2.35K	0.24%	45
2022 Q2	$1.97M	Sell	80,638 -2,735	-3%	-$72K	0.31%	50
2022 Q1	$2.15M	Sell	83,373 -7,780	-9%	-$189K	0.26%	58
2021 Q4	$2M	Hold	91,153	–	–	0.18%	69
2021 Q3	$1.97M	Buy	91,153 +1,215	+1%	+$27.6K	0.2%	63
2021 Q2	$2.17M	Sell	89,938 -6,280	-7%	-$149K	0.22%	61
2021 Q1	$2.12M	Buy	96,218 +47,063	+96%	+$1.03M	0.25%	53
2020 Q4	$963K	Sell	49,155 -26,749	-35%	-$498K	0.13%	73
2020 Q3	$1.2M	Sell	75,904 -10,460	-12%	-$183K	0.18%	58
2020 Q2	$1.57M	Buy	86,364 +10,789	+14%	+$193K	0.29%	51
2020 Q1	$1.08M	Buy	75,575 +57,767	+324%	+$1.34M	0.29%	47
2019 Q4	$501K	Hold	17,808	–	–	0.16%	51
2019 Q3	$509K	Buy	17,808 +2,558	+17%	+$74.5K	0.16%	56
2019 Q2	$440K	Sell	15,250 -616	-4%	-$17.8K	0.14%	61
2019 Q1	$462K	Sell	15,866 -184	-1%	-$5.14K	0.15%	62
2018 Q4	$395K	Buy	16,050 +1,000	+7%	+$26.8K	0.15%	65
2018 Q3	$432K	Hold	15,050	–	–	0.14%	71
2018 Q2	$416K	Hold	15,050	–	–	0.12%	73
2018 Q1	$368K	Hold	15,050	–	–	0.11%	77
2017 Q4	$399K	Sell	15,050 -6,400	-30%	-$162K	0.11%	77
2017 Q3	$559K	Hold	21,450	–	–	0.17%	58
2017 Q2	$581K	Buy	21,450 +6,900	+47%	+$187K	0.18%	57
2017 Q1	$402K	Buy	14,550 +5,800	+66%	+$162K	0.14%	68
2016 Q4	$237K	Sell	8,750 -2,860	-25%	-$74.5K	0.08%	95
2016 Q3	$321K	Hold	11,610	–	–	0.12%	53
2016 Q2	$340K	Buy	+11,610	New	+$312K	0.13%	48

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

GM Advisory Group's EPD Position: Q1 2026 in Review

GM Advisory Group reduced its Enterprise Products Partners (EPD) stake by 9.2% in Q1 2026, selling an estimated $188K and leaving 52,239 shares worth $1.98M. The position accounts for 0.08% of the portfolio, ranked #111.

GM Advisory Group first reported a position in EPD in Q2 2016 and has held it in 40 quarters since. The position peaked at $2.77M in Q1 2025. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

GM Advisory Group held 52,239 shares of Enterprise Products Partners worth $1.98M as of Q1 2026.
GM Advisory Group sold 5,318 Enterprise Products Partners shares in Q1 2026, an estimated $188K.
Enterprise Products Partners made up 0.08% of GM Advisory Group's portfolio in Q1 2026, its #111 holding.
GM Advisory Group first reported a position in Enterprise Products Partners in Q2 2016 and has held it in 40 quarters since.
GM Advisory Group's Enterprise Products Partners position peaked at $2.77M in Q1 2025.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.