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Simon Quick Advisors’s Enterprise Products Partners EPD Stock Holding History

Simon Quick 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
Q1 		$1.36M Buy
35,914
+9,164
+34% +$324K 0.06% 170
2025
Q4 		$858K Buy
+26,750
New +$846K 0.04% 201
2022
Q2 		– Sell
-2,000
Closed -$52K – 250
2022
Q1 		$52K Sell
2,000
-200
-9% -$4.86K 0.01% 202
2021
Q4 		$48K Buy
2,200
+200
+10% +$4.49K 0.01% 232
2021
Q3 		$43K Sell
2,000
-2,530
-56% -$57.5K 0.01% 269
2021
Q2 		$109K Buy
4,530
+2,530
+127% +$59.9K 0.03% 143
2021
Q1 		$44K Hold
2,000
– – 0.01% 277
2020
Q4 		$39K Buy
+2,000
New +$37.2K 0.01% 265
2019
Q4 		– Sell
-1,450
Closed -$41K – 662
2019
Q3 		$41K Buy
1,450
+1,342
+1,243% +$39.1K 0.02% 194
2019
Q2 		$3.12K Sell
108
-1,892
-95% -$54.5K ﹤0.01% 319
2019
Q1 		$58K Buy
+2,000
New +$55.9K 0.02% 177
2017
Q4 		– Sell
-925
Closed -$24K – 480
2017
Q3 		$24K Buy
+925
New +$24.5K 0.01% 345
2017
Q2 		– Sell
-2,000
Closed -$55K – 316
2017
Q1 		$55K Sell
2,000
-1,200
-38% -$33.5K 0.03% 149
2016
Q4 		$87K Buy
+3,200
New +$83.4K 0.07% 127

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

Simon Quick Advisors's EPD Position: Q1 2026 in Review

Simon Quick Advisors increased its Enterprise Products Partners (EPD) stake by 34% in Q1 2026, buying an estimated $324K and bringing the position to 35,914 shares worth $1.36M. The position accounts for 0.06% of the portfolio, ranked #170.

Simon Quick Advisors first reported a position in EPD in Q4 2016 and has held it in 14 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Simon Quick Advisors held 35,914 shares of Enterprise Products Partners worth $1.36M as of Q1 2026.
  • Simon Quick Advisors bought 9,164 Enterprise Products Partners shares in Q1 2026, an estimated $324K.
  • Enterprise Products Partners made up 0.06% of Simon Quick Advisors's portfolio in Q1 2026, its #170 holding.
  • Simon Quick Advisors first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 14 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Simon Quick Advisors's 13F filing for Q1 2026, filed 6 May 2026.