HBW Advisory Services’s Enterprise Products Partners EPD Stock Holding History

HBW Advisory Services’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	$614K	Sell	16,705 -412	-2%	-$15.5K	0.06%	282
2026 Q1	$648K	Sell	17,117 -9,857	-37%	-$349K	0.07%	254
2025 Q4	$865K	Buy	26,974 +102	+0.4%	+$3.23K	0.09%	200
2025 Q3	$840K	Sell	26,872 -1,974	-7%	-$62.3K	0.09%	189
2025 Q2	$895K	Buy	28,846 +871	+3%	+$27.1K	0.11%	177
2025 Q1	$955K	Buy	27,975 +1,272	+5%	+$42.4K	0.14%	150
2024 Q4	$837K	Buy	26,703 +1,165	+5%	+$35.8K	0.09%	152
2024 Q3	$743K	Buy	25,538 +3	+0%	+$88	0.11%	163
2024 Q2	$740K	Sell	25,535 -1,075	-4%	-$30.8K	0.12%	161
2024 Q1	$701K	Hold	26,610	–	–	0.13%	152
2023 Q4	$701K	Buy	26,610 +1,485	+6%	+$39.6K	0.13%	152
2023 Q3	$688K	Buy	25,125 +1,212	+5%	+$32.4K	0.14%	149
2023 Q2	$630K	Buy	23,913 +2,272	+10%	+$59.4K	0.14%	158
2023 Q1	$561K	Buy	21,641 +1,781	+9%	+$45.7K	0.14%	161
2022 Q4	$479K	Buy	19,860 +3,084	+18%	+$75.9K	0.13%	170
2022 Q3	$399K	Buy	16,776 +1,125	+7%	+$29K	0.11%	168
2022 Q2	$381K	Sell	15,651 -160	-1%	-$4.21K	0.1%	168
2022 Q1	$408K	Buy	15,811 +2,558	+19%	+$62.1K	0.14%	151
2021 Q4	$291K	Buy	13,253 +3,264	+33%	+$73.2K	0.07%	211
2021 Q3	$216K	Buy	9,989 +728	+8%	+$16.5K	0.06%	233
2021 Q2	$223K	Buy	+9,261	New	+$219K	0.06%	225

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

HBW Advisory Services's EPD Position: Q2 2026 in Review

HBW Advisory Services reduced its Enterprise Products Partners (EPD) stake by 2.4% in Q2 2026, selling an estimated $15.5K and leaving 16,705 shares worth $614K. The position accounts for 0.06% of the portfolio, ranked #282.

HBW Advisory Services first reported a position in EPD in Q2 2021 and has held it in 21 quarters since. The position peaked at $955K in Q1 2025. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

HBW Advisory Services held 16,705 shares of Enterprise Products Partners worth $614K as of Q2 2026.
HBW Advisory Services sold 412 Enterprise Products Partners shares in Q2 2026, an estimated $15.5K.
Enterprise Products Partners made up 0.06% of HBW Advisory Services's portfolio in Q2 2026, its #282 holding.
HBW Advisory Services first reported a position in Enterprise Products Partners in Q2 2021 and has held it in 21 quarters since.
HBW Advisory Services's Enterprise Products Partners position peaked at $955K in Q1 2025.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.