Physician Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Physician Wealth 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 Q3	$330K	Hold	9,268	–	–	0.04%	156
2026 Q2	$341K	Hold	9,268	–	–	0.04%	146
2026 Q1	$351K	Hold	9,268	–	–	0.05%	133
2025 Q4	$297K	Hold	9,268	–	–	0.04%	140
2025 Q3	$290K	Hold	9,268	–	–	0.04%	143
2025 Q2	$287K	Buy	9,268 +1	+0%	+$31	0.05%	141
2025 Q1	$316K	Hold	9,267	–	–	0.05%	129
2024 Q4	$291K	Hold	9,267	–	–	0.05%	142
2024 Q3	$270K	Hold	9,267	–	–	0.05%	147
2024 Q2	$274K	Hold	9,267	–	–	0.05%	135
2024 Q1	$263K	Hold	9,267	–	–	0.06%	134
2023 Q4	$250K	Buy	9,267 +286	+3%	+$7.62K	0.06%	136
2023 Q3	$243K	Hold	8,981	–	–	0.06%	130
2023 Q2	$238K	Hold	8,981	–	–	0.06%	135
2023 Q1	$240K	Hold	8,981	–	–	0.06%	135
2022 Q4	$236K	Hold	8,981	–	–	0.06%	136
2022 Q3	$223K	Hold	8,981	–	–	0.07%	135
2022 Q2	$239K	Sell	8,981 -1,419	-14%	-$37.3K	0.07%	132
2022 Q1	$280K	Hold	10,400	–	–	0.07%	128
2021 Q4	$243K	Hold	10,400	–	–	0.06%	141
2021 Q3	$252K	Hold	10,400	–	–	0.07%	136
2021 Q2	$245K	Hold	10,400	–	–	0.07%	131
2021 Q1	$232K	Hold	10,400	–	–	0.08%	128
2020 Q4	$224K	Hold	10,400	–	–	0.08%	128
2020 Q3	$171K	Hold	10,400	–	–	0.07%	125
2020 Q2	$190K	Buy	+10,400	New	+$186K	0.08%	130

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Physician Wealth Advisors's EPD Position: Q3 2026 in Review

Physician Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 9,268 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #156.

Physician Wealth Advisors first reported a position in EPD in Q2 2020 and has held it in 26 quarters since. The position peaked at $351K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Physician Wealth Advisors held 9,268 shares of Enterprise Products Partners worth $330K as of Q3 2026.
Physician Wealth Advisors left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.04% of Physician Wealth Advisors's portfolio in Q3 2026, its #156 holding.
Physician Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2020 and has held it in 26 quarters since.
Physician Wealth Advisors's Enterprise Products Partners position peaked at $351K in Q1 2026.
1,407 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.