Icon Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Icon 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 Q1	$15.6M	Sell	402,511 -54,626	-12%	-$1.93M	1.01%	25
2025 Q4	$14.6M	Sell	457,137 -76,767	-14%	-$2.43M	0.98%	27
2025 Q3	$16.7M	Sell	533,904 -10,359	-2%	-$327K	1.13%	22
2025 Q2	$16.9M	Buy	544,263 +80,592	+17%	+$2.51M	1.2%	22
2025 Q1	$15.8M	Sell	463,671 -39,677	-8%	-$1.32M	1.3%	16
2024 Q4	$15.8M	Sell	503,348 -76,451	-13%	-$2.35M	1.3%	18
2024 Q3	$16.9M	Sell	579,799 -5,918	-1%	-$173K	1.4%	16
2024 Q2	$16.9M	Buy	585,717 +40,796	+7%	+$1.17M	1.5%	13
2024 Q1	$15.9M	Buy	544,921 +103,810	+24%	+$2.85M	1.48%	14
2023 Q4	$11.6M	Buy	+441,111	New	+$11.8M	1.21%	17
2022 Q4	$10.5M	Sell	437,060 -29,046	-6%	-$715K	1.21%	14
2022 Q3	$11.1M	Buy	+466,106	New	+$12M	1.35%	14

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

Icon Wealth Advisors's EPD Position: Q1 2026 in Review

Icon Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 12% in Q1 2026, selling an estimated $1.93M and leaving 402,511 shares worth $15.6M. The position accounts for 1.01% of the portfolio, ranked #25.

Icon Wealth Advisors first reported a position in EPD in Q3 2022 and has held it in 12 quarters since. The position peaked at $16.9M in Q2 2024. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Icon Wealth Advisors held 402,511 shares of Enterprise Products Partners worth $15.6M as of Q1 2026.
Icon Wealth Advisors sold 54,626 Enterprise Products Partners shares in Q1 2026, an estimated $1.93M.
Enterprise Products Partners made up 1.01% of Icon Wealth Advisors's portfolio in Q1 2026, its #25 holding.
Icon Wealth Advisors first reported a position in Enterprise Products Partners in Q3 2022 and has held it in 12 quarters since.
Icon Wealth Advisors's Enterprise Products Partners position peaked at $16.9M in Q2 2024.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.