LPL Financial
EPD icon

LPL Financial’s Enterprise Products Partners EPD Stock Holding History

LPL Financial’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 		$158M Buy
4,165,740
+12,375
+0.3% +$438K 0.04% 411
2025
Q4 		$133M Buy
4,153,365
+247,282
+6% +$7.82M 0.04% 453
2025
Q3 		$122M Buy
3,906,083
+164,433
+4% +$5.19M 0.04% 457
2025
Q2 		$116M Buy
3,741,650
+296,357
+9% +$9.23M 0.04% 428
2025
Q1 		$118M Buy
3,445,293
+119,069
+4% +$3.97M 0.05% 372
2024
Q4 		$104M Buy
3,326,224
+321,145
+11% +$9.86M 0.04% 385
2024
Q3 		$87.5M Buy
3,005,079
+244,048
+9% +$7.13M 0.04% 423
2024
Q2 		$80M Buy
2,761,031
+83,435
+3% +$2.39M 0.04% 414
2024
Q1 		$78.1M Buy
2,677,596
+259,929
+11% +$7.14M 0.04% 401
2023
Q4 		$63.7M Buy
2,417,667
+203,848
+9% +$5.43M 0.04% 423
2023
Q3 		$60.6M Buy
2,213,819
+157,450
+8% +$4.21M 0.04% 399
2023
Q2 		$54.2M Buy
2,056,369
+124,366
+6% +$3.25M 0.04% 414
2023
Q1 		$50M Buy
1,932,003
+146,112
+8% +$3.75M 0.04% 412
2022
Q4 		$43.1M Buy
1,785,891
+199,719
+13% +$4.92M 0.04% 435
2022
Q3 		$37.7M Buy
1,586,172
+85,592
+6% +$2.21M 0.04% 424
2022
Q2 		$36.6M Buy
1,500,580
+258,925
+21% +$6.81M 0.03% 428
2022
Q1 		$32M Buy
1,241,655
+58,410
+5% +$1.42M 0.03% 489
2021
Q4 		$26M Buy
1,183,245
+71,661
+6% +$1.61M 0.02% 578
2021
Q3 		$24.1M Buy
1,111,584
+81,184
+8% +$1.84M 0.02% 551
2021
Q2 		$24.9M Buy
1,030,400
+43,912
+4% +$1.04M 0.03% 511
2021
Q1 		$21.7M Buy
986,488
+166,202
+20% +$3.65M 0.03% 509
2020
Q4 		$16.1M Buy
820,286
+18,895
+2% +$352K 0.02% 552
2020
Q3 		$12.7M Buy
801,391
+47,693
+6% +$836K 0.02% 544
2020
Q2 		$13.7M Buy
753,698
+61,763
+9% +$1.1M 0.02% 484
2020
Q1 		$9.89M Sell
691,935
-78,508
-10% -$1.82M 0.02% 500
2019
Q4 		$21.7M Buy
770,443
+53,116
+7% +$1.44M 0.04% 344
2019
Q3 		$20.5M Buy
717,327
+25,196
+4% +$734K 0.04% 328
2019
Q2 		$20M Buy
692,131
+11,865
+2% +$342K 0.04% 324
2019
Q1 		$19.8M Buy
680,266
+64,406
+10% +$1.8M 0.05% 314
2018
Q4 		$15.1M Buy
615,860
+23,540
+4% +$630K 0.04% 332
2018
Q3 		$17M Sell
592,320
-18,798
-3% -$543K 0.04% 334
2018
Q2 		$16.9M Sell
611,118
-7,323
-1% -$200K 0.04% 317
2018
Q1 		$15.1M Buy
618,441
+46,658
+8% +$1.24M 0.04% 332
2017
Q4 		$15.2M Sell
571,783
-28,800
-5% -$729K 0.05% 311
2017
Q3 		$15.7M Buy
600,583
+69,245
+13% +$1.83M 0.06% 272
2017
Q2 		$14.4M Buy
531,338
+43,873
+9% +$1.19M 0.05% 285
2017
Q1 		$13.4M Buy
487,465
+9,036
+2% +$252K 0.09% 186
2016
Q4 		$12.9M Buy
478,429
+6,458
+1% +$168K 0.1% 176
2016
Q3 		$12.6M Buy
471,971
+3,243
+0.7% +$89.6K 0.12% 147
2016
Q2 		$13.5M Sell
468,728
-418,643
-47% -$11.2M 0.11% 140
2016
Q1 		$21.2M Buy
887,371
+111,681
+14% +$2.6M 0.06% 268
2015
Q4 		$20.3M Buy
775,690
+359,305
+86% +$9.34M 0.06% 277
2015
Q3 		$11.9M Sell
416,385
-8,338
-2% -$231K 0.07% 254
2015
Q2 		$12.5M Sell
424,723
-26,318
-6% -$861K 0.06% 269
2015
Q1 		$14.7M Sell
451,041
-17,042
-4% -$571K 0.08% 237
2014
Q4 		$16.9M Sell
468,083
-29,978
-6% -$1.11M 0.09% 201
2014
Q3 		$19.7M Sell
498,061
-4,489
-0.9% -$176K 0.12% 169
2014
Q2 		$19.7M Sell
502,550
-16,206
-3% -$598K 0.11% 170
2014
Q1 		$18M Sell
518,756
-22,250
-4% -$738K 0.11% 176
2013
Q4 		$17.9M Buy
541,006
+18,092
+3% +$564K 0.11% 173
2013
Q3 		$16.1M Sell
522,914
-10,072
-2% -$308K 0.11% 172
2013
Q2 		$16.6M Buy
+532,986
New +$16.1M 0.12% 158

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

LPL Financial's EPD Position: Q1 2026 in Review

LPL Financial increased its Enterprise Products Partners (EPD) stake by 0.3% in Q1 2026, buying an estimated $438K and bringing the position to 4,165,740 shares worth $158M. The position accounts for 0.04% of the portfolio, ranked #411.

LPL Financial first reported a position in EPD in Q2 2013 and has held it in 52 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • LPL Financial held 4,165,740 shares of Enterprise Products Partners worth $158M as of Q1 2026.
  • LPL Financial bought 12,375 Enterprise Products Partners shares in Q1 2026, an estimated $438K.
  • Enterprise Products Partners made up 0.04% of LPL Financial's portfolio in Q1 2026, its #411 holding.
  • LPL Financial first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 52 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.