Level Four Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Level Four 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 Q1	$4.69M	Sell	123,818 -11,641	-9%	-$412K	0.15%	179
2025 Q4	$4.34M	Buy	135,459 +6,139	+5%	+$194K	0.14%	187
2025 Q3	$4.04M	Buy	129,320 +2,178	+2%	+$68.7K	0.14%	194
2025 Q2	$3.94M	Buy	127,142 +12,977	+11%	+$404K	0.15%	187
2025 Q1	$3.9M	Buy	114,165 +1,165	+1%	+$38.8K	0.16%	175
2024 Q4	$3.54M	Buy	113,000 +47,035	+71%	+$1.44M	0.14%	174
2024 Q3	$1.89M	Sell	65,965 -4,125	-6%	-$120K	0.08%	245
2024 Q2	$2.03M	Sell	70,090 -2,114	-3%	-$60.6K	0.09%	235
2024 Q1	$1.9M	Buy	72,204 +20,999	+41%	+$577K	0.1%	211
2023 Q4	$1.35M	Buy	51,205 +3,160	+7%	+$84.2K	0.08%	254
2023 Q3	$1.31M	Sell	48,045 -603	-1%	-$16.1K	0.08%	243
2023 Q2	$1.28M	Sell	48,648 -3,436	-7%	-$89.8K	0.08%	247
2023 Q1	$1.35M	Buy	52,084 +1,475	+3%	+$37.9K	0.09%	228
2022 Q4	$1.22M	Buy	50,609 +5,183	+11%	+$128K	0.09%	220
2022 Q3	$1.08M	Buy	45,426 +1,156	+3%	+$29.8K	0.11%	197
2022 Q2	$1.08M	Buy	44,270 +917	+2%	+$24.1K	0.1%	206
2022 Q1	$1.12M	Sell	43,353 -195	-0.4%	-$4.73K	0.09%	223
2021 Q4	$956K	Buy	43,548 +8,834	+25%	+$198K	0.07%	265
2021 Q3	$751K	Buy	34,714 +5,116	+17%	+$116K	0.08%	221
2021 Q2	$714K	Sell	29,598 -21,313	-42%	-$505K	0.05%	327
2021 Q1	$1.12M	Sell	50,911 -1,640	-3%	-$36.1K	0.09%	249
2020 Q4	$1.03M	Sell	52,551 -994,119	-95%	-$18.5M	0.08%	243
2020 Q3	$16.5M	Buy	1,046,670 +4,078	+0.4%	+$71.4K	1.27%	12
2020 Q2	$18.9M	Buy	1,042,592 +995,716	+2,124%	+$17.8M	1.47%	10
2020 Q1	$669K	Sell	46,876 -1,016,414	-96%	-$23.6M	0.08%	265
2019 Q4	$29.9M	Sell	1,063,290 -2,961	-0.3%	-$80.3K	1.19%	11
2019 Q3	$30.5M	Buy	1,066,251 +409	+0%	+$11.9K	3.15%	4
2019 Q2	$30.8M	Sell	1,065,842 -1,610	-0.2%	-$46.4K	3.11%	4
2019 Q1	$31.1M	Buy	1,067,452 +59,694	+6%	+$1.67M	3.42%	2
2018 Q4	$24.8M	Buy	1,007,758 +117,902	+13%	+$3.16M	3.09%	2
2018 Q3	$25.6M	Sell	889,856 -70,947	-7%	-$2.05M	2.76%	2
2018 Q2	$26.6M	Buy	960,803 +20,351	+2%	+$557K	1.94%	7
2018 Q1	$23M	Buy	940,452 +207,984	+28%	+$5.54M	1.79%	10
2017 Q4	$19.4M	Buy	732,468 +604,539	+473%	+$15.3M	1.51%	13
2017 Q3	$3.33M	Buy	127,929 +72,775	+132%	+$1.92M	0.3%	74
2017 Q2	$1.52M	Sell	55,154 -70,267	-56%	-$1.9M	0.23%	105
2017 Q1	$3.46M	Buy	125,421 +6,277	+5%	+$175K	0.35%	62
2016 Q4	$3.22M	Buy	+119,144	New	+$3.1M	0.41%	47

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

Level Four Advisory Services's EPD Position: Q1 2026 in Review

Level Four Advisory Services reduced its Enterprise Products Partners (EPD) stake by 8.6% in Q1 2026, selling an estimated $412K and leaving 123,818 shares worth $4.69M. The position accounts for 0.15% of the portfolio, ranked #179.

Level Four Advisory Services first reported a position in EPD in Q4 2016 and has held it in 38 quarters since. The position peaked at $31.1M in Q1 2019. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Level Four Advisory Services held 123,818 shares of Enterprise Products Partners worth $4.69M as of Q1 2026.
Level Four Advisory Services sold 11,641 Enterprise Products Partners shares in Q1 2026, an estimated $412K.
Enterprise Products Partners made up 0.15% of Level Four Advisory Services's portfolio in Q1 2026, its #179 holding.
Level Four Advisory Services first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Enterprise Products Partners position peaked at $31.1M in Q1 2019.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.