Sequoia Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Sequoia Financial 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 Q2	$2.46M	Buy	66,928 +1,228	+2%	+$46.3K	0.01%	549
2026 Q1	$2.49M	Buy	65,700 +21,177	+48%	+$750K	0.01%	529
2025 Q4	$1.43M	Buy	44,523 +17,548	+65%	+$555K	0.01%	715
2025 Q3	$844K	Buy	26,975 +1,293	+5%	+$40.8K	0.01%	866
2025 Q2	$796K	Buy	25,682 +1,034	+4%	+$32.2K	0.01%	784
2025 Q1	$841K	Sell	24,648 -39,384	-62%	-$1.31M	0.01%	681
2024 Q4	$2.01M	Buy	64,032 +19,342	+43%	+$594K	0.02%	404
2024 Q3	$1.3M	Buy	44,690 +20,475	+85%	+$598K	0.01%	471
2024 Q2	$702K	Buy	24,215 +4,084	+20%	+$117K	0.01%	582
2024 Q1	$587K	Sell	20,131 -504	-2%	-$13.8K	0.01%	635
2023 Q4	$544K	Buy	20,635 +9,775	+90%	+$260K	0.01%	705
2023 Q3	$297K	Sell	10,860 -955	-8%	-$25.5K	0.01%	692
2023 Q2	$311K	Sell	11,815 -7,491	-39%	-$196K	0.01%	681
2023 Q1	$500K	Sell	19,306 -3,260	-14%	-$83.7K	0.01%	459
2022 Q4	$544K	Sell	22,566 -700	-3%	-$17.2K	0.01%	410
2022 Q3	$553K	Buy	23,266 +1,341	+6%	+$34.6K	0.02%	282
2022 Q2	$534K	Buy	21,925 +1,023	+5%	+$26.9K	0.02%	312
2022 Q1	$539K	Sell	20,902 -360	-2%	-$8.74K	0.01%	342
2021 Q4	$467K	Buy	+21,262	New	+$477K	0.01%	337
2021 Q3	–	Sell	-22,218	Closed	-$536K	–	318
2021 Q2	$536K	Buy	22,218 +275	+1%	+$6.51K	0.02%	268
2021 Q1	$483K	Buy	21,943 +3,706	+20%	+$81.5K	0.02%	262
2020 Q4	$357K	Buy	18,237 +808	+5%	+$15K	0.02%	293
2020 Q3	$275K	Sell	17,429 -8,396	-33%	-$147K	0.01%	308
2020 Q2	$469K	Sell	25,825 -8,707	-25%	-$156K	0.03%	223
2020 Q1	$494K	Buy	34,532 +3,314	+11%	+$77K	0.04%	203
2019 Q4	$879K	Sell	31,218 -323	-1%	-$8.75K	0.06%	154
2019 Q3	$901K	Sell	31,541 -6	-0%	-$175	0.07%	136
2019 Q2	$911K	Sell	31,547 -240	-0.8%	-$6.92K	0.07%	134
2019 Q1	$925K	Sell	31,787 -4,315	-12%	-$121K	0.08%	125
2018 Q4	$888K	Sell	36,102 -3,769	-9%	-$101K	0.1%	108
2018 Q3	$1.15M	Buy	39,871 +3,519	+10%	+$102K	0.11%	105
2018 Q2	$1.01M	Sell	36,352 -891	-2%	-$24.4K	0.11%	111
2018 Q1	$912K	Sell	37,243 -1,119	-3%	-$29.8K	0.1%	116
2017 Q4	$1.02M	Buy	38,362 +928	+2%	+$23.5K	0.11%	113
2017 Q3	$976K	Buy	37,434 +6,694	+22%	+$177K	0.12%	111
2017 Q2	$832K	Buy	30,740 +838	+3%	+$22.7K	0.1%	120
2017 Q1	$826K	Sell	29,902 -4,174	-12%	-$117K	0.11%	113
2016 Q4	$921K	Buy	34,076 +1,844	+6%	+$48K	0.13%	105
2016 Q3	$891K	Sell	32,232 -14,686	-31%	-$406K	0.17%	87
2016 Q2	$1.37M	Buy	46,918 +14,727	+46%	+$395K	0.38%	58
2016 Q1	$793K	Sell	32,191 -962	-3%	-$22.4K	0.26%	74
2015 Q4	$848K	Sell	33,153 -698	-2%	-$18.1K	0.34%	61
2015 Q3	$843K	Sell	33,851 -1,123	-3%	-$31.2K	0.37%	54
2015 Q2	$1.04M	Buy	34,974 +33	+0.1%	+$1.08K	0.44%	51
2015 Q1	$1.15M	Buy	34,941 +3,200	+10%	+$107K	0.53%	44
2014 Q4	$1.15M	Sell	31,741 -11,372	-26%	-$420K	0.78%	29
2014 Q3	$1.74M	Buy	+43,113	New	+$1.69M	1.2%	19
2014 Q2	–	Sell	-55,284	Closed	-$1.92M	–	162
2014 Q1	$1.92M	Sell	55,284 -4,116	-7%	-$136K	1.6%	11
2013 Q4	$1.97M	Buy	+59,400	New	+$1.85M	1.63%	10

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 $32.9B AUM 23.66% 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

Sequoia Financial Advisors's EPD Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Enterprise Products Partners (EPD) stake by 1.9% in Q2 2026, buying an estimated $46.3K and bringing the position to 66,928 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #549.

Sequoia Financial Advisors first reported a position in EPD in Q4 2013 and has held it in 49 quarters since. The position peaked at $2.49M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Sequoia Financial Advisors held 66,928 shares of Enterprise Products Partners worth $2.46M as of Q2 2026.
Sequoia Financial Advisors bought 1,228 Enterprise Products Partners shares in Q2 2026, an estimated $46.3K.
Enterprise Products Partners made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #549 holding.
Sequoia Financial Advisors first reported a position in Enterprise Products Partners in Q4 2013 and has held it in 49 quarters since.
Sequoia Financial Advisors's Enterprise Products Partners position peaked at $2.49M in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.