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
2019
Q2 		– Sell
-70,800
Closed -$2.06M – 3301
2019
Q1 		$2.06M Hold
70,800
– – ﹤0.01% 1179
2018
Q4 		$1.74M Buy
+70,800
New +$1.9M ﹤0.01% 1147

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

LPL Financial's EPD Position: Q2 2026 in Review

LPL Financial increased its Enterprise Products Partners (EPD) stake by 2.3% in Q2 2026, buying an estimated $3.63M and bringing the position to 4,261,876 shares worth $157M. The position accounts for 0.04% of the portfolio, ranked #473.

LPL Financial first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $158M in Q1 2026. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • LPL Financial held 4,261,876 shares of Enterprise Products Partners worth $157M as of Q2 2026.
  • LPL Financial bought 96,136 Enterprise Products Partners shares in Q2 2026, an estimated $3.63M.
  • Enterprise Products Partners made up 0.04% of LPL Financial's portfolio in Q2 2026, its #473 holding.
  • LPL Financial first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Enterprise Products Partners position peaked at $158M in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.