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 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.