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Private Advisor Group’s Enterprise Products Partners EPD Stock Holding History

Private Advisor Group’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
2022
Q1 		– Sell
-2,000
Closed -$4K – 2140
2021
Q4 		$4K Buy
+2,000
New +$44.9K ﹤0.01% 2137

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

Private Advisor Group's EPD Position: Q1 2026 in Review

Private Advisor Group reduced its Enterprise Products Partners (EPD) stake by 3.3% in Q1 2026, selling an estimated $487K and leaving 399,000 shares worth $15.1M. The position accounts for 0.07% of the portfolio, ranked #295.

Private Advisor Group first reported a position in EPD in Q4 2013 and has held it in 50 quarters since. The position peaked at $23.6M in Q2 2019. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Private Advisor Group held 399,000 shares of Enterprise Products Partners worth $15.1M as of Q1 2026.
  • Private Advisor Group sold 13,766 Enterprise Products Partners shares in Q1 2026, an estimated $487K.
  • Enterprise Products Partners made up 0.07% of Private Advisor Group's portfolio in Q1 2026, its #295 holding.
  • Private Advisor Group first reported a position in Enterprise Products Partners in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's Enterprise Products Partners position peaked at $23.6M in Q2 2019.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.