Savvy Advisors Inc’s Enterprise Products Partners EPD Stock Holding History

Savvy Advisors Inc’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 Q2	$702K	Sell	19,110 -232	-1%	-$8.75K	0.01%	651
2026 Q1	$732K	Buy	19,342 +3,779	+24%	+$134K	0.02%	525
2025 Q4	$499K	Buy	15,563 +2,119	+16%	+$67K	0.02%	568
2025 Q3	$420K	Buy	13,444 +1,335	+11%	+$42.1K	0.02%	487
2025 Q2	$376K	Buy	12,109 +1,174	+11%	+$36.6K	0.03%	432
2025 Q1	$373K	Buy	10,935 +685	+7%	+$22.8K	0.04%	345
2024 Q4	$321K	Buy	10,250 +1,558	+18%	+$47.9K	0.04%	331
2024 Q3	$253K	Buy	8,692 +876	+11%	+$25.6K	0.05%	288
2024 Q2	$227K	Buy	+7,816	New	+$224K	0.07%	267

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Savvy Advisors Inc's EPD Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Enterprise Products Partners (EPD) stake by 1.2% in Q2 2026, selling an estimated $8.75K and leaving 19,110 shares worth $702K. The position accounts for 0.01% of the portfolio, ranked #651.

Savvy Advisors Inc first reported a position in EPD in Q2 2024 and has held it in 9 quarters since. The position peaked at $732K in Q1 2026. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Savvy Advisors Inc held 19,110 shares of Enterprise Products Partners worth $702K as of Q2 2026.
Savvy Advisors Inc sold 232 Enterprise Products Partners shares in Q2 2026, an estimated $8.75K.
Enterprise Products Partners made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #651 holding.
Savvy Advisors Inc first reported a position in Enterprise Products Partners in Q2 2024 and has held it in 9 quarters since.
Savvy Advisors Inc's Enterprise Products Partners position peaked at $732K in Q1 2026.
1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.