Lido Advisors
EPD icon

Lido Advisors’s Enterprise Products Partners EPD Stock Holding History

Lido 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 		$7.43M Sell
196,388
-58,306
-23% -$2.06M 0.02% 375
2025
Q4 		$8.02M Buy
254,694
+1,792
+0.7% +$56.7K 0.02% 357
2025
Q3 		$7.91M Buy
252,902
+53,129
+27% +$1.68M 0.02% 343
2025
Q2 		$6.2M Sell
199,773
-2,240
-1% -$69.8K 0.02% 324
2025
Q1 		$6.9M Buy
202,013
+5,619
+3% +$187K 0.03% 293
2024
Q4 		$6.16M Buy
196,394
+81,252
+71% +$2.5M 0.03% 290
2024
Q3 		$3.35M Buy
115,142
+4,623
+4% +$135K 0.02% 368
2024
Q2 		$3.2M Buy
110,519
+20,551
+23% +$589K 0.02% 359
2024
Q1 		$2.63M Sell
89,968
-19,654
-18% -$540K 0.02% 382
2023
Q4 		$2.89M Buy
109,622
+45,623
+71% +$1.22M 0.02% 341
2023
Q3 		$1.75M Buy
63,999
+170
+0.3% +$4.55K 0.01% 409
2023
Q2 		$1.68M Buy
63,829
+8,624
+16% +$225K 0.01% 406
2023
Q1 		$1.43M Buy
55,205
+33,176
+151% +$852K 0.01% 404
2022
Q4 		$531K Sell
22,029
-3,125
-12% -$76.9K 0.01% 571
2022
Q3 		$598K Sell
25,154
-1,134
-4% -$29.3K 0.01% 508
2022
Q2 		$640K Sell
26,288
-606
-2% -$15.9K 0.01% 463
2022
Q1 		$694K Sell
26,894
-287,023
-91% -$6.97M 0.01% 488
2021
Q4 		$6.89M Buy
313,917
+12,896
+4% +$289K 0.08% 134
2021
Q3 		$6.51M Buy
301,021
+278,652
+1,246% +$6.33M 0.09% 125
2021
Q2 		$540K Sell
22,369
-255
-1% -$6.04K 0.01% 524
2021
Q1 		$498K Buy
22,624
+3,550
+19% +$78.1K 0.01% 501
2020
Q4 		$373K Sell
19,074
-10,485
-35% -$195K 0.01% 560
2020
Q3 		$467K Sell
29,559
-27,735
-48% -$486K 0.01% 398
2020
Q2 		$1.04M Buy
57,294
+19,684
+52% +$352K 0.03% 238
2020
Q1 		$538K Sell
37,610
-30,706
-45% -$713K 0.02% 310
2019
Q4 		$1.92M Buy
68,316
+29,858
+78% +$809K 0.08% 150
2019
Q3 		$1.1M Buy
38,458
+131
+0.3% +$3.81K 0.06% 196
2019
Q2 		$1.11M Sell
38,327
-1,518
-4% -$43.7K 0.06% 169
2019
Q1 		$1.16M Buy
39,845
+7,081
+22% +$198K 0.08% 159
2018
Q4 		$805K Sell
32,764
-1,066
-3% -$28.5K 0.08% 149
2018
Q3 		$971K Sell
33,830
-3,211
-9% -$92.8K 0.09% 128
2018
Q2 		$1.02M Buy
37,041
+26,693
+258% +$730K 0.12% 106
2018
Q1 		$253K Sell
10,348
-1,566
-13% -$41.7K 0.03% 309
2017
Q4 		$315K Sell
11,914
-1,890
-14% -$47.9K 0.04% 219
2017
Q3 		$338K Buy
13,804
+4,164
+43% +$110K 0.05% 194
2017
Q2 		$261K Buy
9,640
+939
+11% +$25.4K 0.05% 203
2017
Q1 		$235K Sell
8,701
-15,937
-65% -$445K 0.07% 195
2016
Q4 		$666K Buy
+24,638
New +$642K 0.16% 67
2016
Q2 		– Sell
-11,192
Closed -$276K – 165
2016
Q1 		$276K Buy
+11,192
New +$261K 0.09% 103

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Lido Advisors's EPD Position: Q1 2026 in Review

Lido Advisors reduced its Enterprise Products Partners (EPD) stake by 23% in Q1 2026, selling an estimated $2.06M and leaving 196,388 shares worth $7.43M. The position accounts for 0.02% of the portfolio, ranked #375.

Lido Advisors first reported a position in EPD in Q1 2016 and has held it in 39 quarters since. The position peaked at $8.02M in Q4 2025. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Lido Advisors held 196,388 shares of Enterprise Products Partners worth $7.43M as of Q1 2026.
  • Lido Advisors sold 58,306 Enterprise Products Partners shares in Q1 2026, an estimated $2.06M.
  • Enterprise Products Partners made up 0.02% of Lido Advisors's portfolio in Q1 2026, its #375 holding.
  • Lido Advisors first reported a position in Enterprise Products Partners in Q1 2016 and has held it in 39 quarters since.
  • Lido Advisors's Enterprise Products Partners position peaked at $8.02M in Q4 2025.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.