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SOA Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

SOA Wealth 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 		$243K Buy
6,611
+11
+0.2% +$415 0.04% 187
2026
Q1 		$250K Buy
6,600
+11
+0.2% +$389 0.05% 172
2025
Q4 		$211K Sell
6,589
-160
-2% -$5.06K 0.04% 198
2025
Q3 		$211K Buy
6,749
+12
+0.2% +$379 0.04% 198
2025
Q2 		$209K Buy
6,737
+12
+0.2% +$374 0.04% 193
2025
Q1 		$230K Sell
6,725
-170
-2% -$5.66K 0.05% 170
2024
Q4 		$216K Buy
6,895
+232
+3% +$7.13K 0.04% 176
2024
Q3 		$194K Sell
6,663
-966
-13% -$28.2K 0.04% 189
2024
Q2 		$221K Sell
7,629
-2,107
-22% -$60.4K 0.04% 169
2024
Q1 		$284K Buy
9,736
+44
+0.5% +$1.21K 0.06% 150
2023
Q4 		$255K Buy
9,692
+1,175
+14% +$31.3K 0.06% 150
2023
Q3 		$233K Buy
8,517
+41
+0.5% +$1.1K 0.06% 150
2023
Q2 		$223K Sell
8,476
-90
-1% -$2.35K 0.05% 153
2023
Q1 		$222K Buy
8,566
+41
+0.5% +$1.05K 0.05% 146
2022
Q4 		$206K Sell
8,525
-958
-10% -$23.6K 0.06% 146
2022
Q3 		$225K Buy
9,483
+1,039
+12% +$26.8K 0.07% 137
2022
Q2 		$205K Buy
8,444
+37
+0.4% +$973 0.06% 141
2022
Q1 		$216K Buy
8,407
+30
+0.4% +$728 0.05% 152
2021
Q4 		$181K Sell
8,377
-1,619
-16% -$36.3K 0.04% 169
2021
Q3 		$216K Sell
9,996
-1,779
-15% -$40.4K 0.06% 146
2021
Q2 		$284K Sell
11,775
-1,813
-13% -$42.9K 0.07% 129
2021
Q1 		$299K Buy
13,588
+289
+2% +$6.35K 0.08% 120
2020
Q4 		$284K Buy
+13,299
New +$248K 0.08% 119

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

SOA Wealth Advisors's EPD Position: Q2 2026 in Review

SOA Wealth Advisors increased its Enterprise Products Partners (EPD) stake by 0.17% in Q2 2026, buying an estimated $415 and bringing the position to 6,611 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #187.

SOA Wealth Advisors first reported a position in EPD in Q4 2020 and has held it in 23 quarters since. The position peaked at $299K in Q1 2021. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • SOA Wealth Advisors held 6,611 shares of Enterprise Products Partners worth $243K as of Q2 2026.
  • SOA Wealth Advisors bought 11 Enterprise Products Partners shares in Q2 2026, an estimated $415.
  • Enterprise Products Partners made up 0.04% of SOA Wealth Advisors's portfolio in Q2 2026, its #187 holding.
  • SOA Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Enterprise Products Partners position peaked at $299K in Q1 2021.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.