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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
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

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

Savvy Advisors Inc's EPD Position: Q1 2026 in Review

Savvy Advisors Inc increased its Enterprise Products Partners (EPD) stake by 24% in Q1 2026, buying an estimated $134K and bringing the position to 19,342 shares worth $732K. The position accounts for 0.02% of the portfolio, ranked #525.

Savvy Advisors Inc first reported a position in EPD in Q2 2024 and has held it in 8 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Savvy Advisors Inc held 19,342 shares of Enterprise Products Partners worth $732K as of Q1 2026.
  • Savvy Advisors Inc bought 3,779 Enterprise Products Partners shares in Q1 2026, an estimated $134K.
  • Enterprise Products Partners made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #525 holding.
  • Savvy Advisors Inc first reported a position in Enterprise Products Partners in Q2 2024 and has held it in 8 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.