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Sound View Wealth Advisors Group’s Enterprise Products Partners EPD Stock Holding History

Sound View Wealth Advisors Group’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 		$9.15M Sell
241,788
-1,324
-0.5% -$46.9K 0.62% 41
2025
Q4 		$7.79M Sell
243,112
-2,832
-1% -$89.5K 0.52% 49
2025
Q3 		$7.69M Hold
245,944
– – 0.53% 46
2025
Q2 		$7.63M Sell
245,944
-1,900
-0.8% -$59.2K 0.56% 46
2025
Q1 		$8.46M Sell
247,844
-4,318
-2% -$144K 0.69% 40
2024
Q4 		$7.91M Buy
252,162
+1,900
+0.8% +$58.4K 0.64% 39
2024
Q3 		$7.29M Buy
250,262
+1,800
+0.7% +$52.6K 0.59% 45
2024
Q2 		$7.2M Hold
248,462
– – 0.74% 35
2024
Q1 		$7.25M Buy
248,462
+700
+0.3% +$19.2K 0.77% 36
2023
Q4 		$6.53M Sell
247,762
-2,600
-1% -$69.3K 0.72% 37
2023
Q3 		$6.85M Buy
250,362
+1,600
+0.6% +$42.8K 0.85% 31
2023
Q2 		$6.55M Sell
248,762
-2,987
-1% -$78.1K 0.86% 30
2023
Q1 		$6.52M Buy
251,749
+3,987
+2% +$102K 0.89% 29
2022
Q4 		$6.53M Sell
247,762
-3,042
-1% -$74.9K 0.72% 37
2022
Q3 		$5.96M Hold
250,804
– – 1.34% 18
2022
Q2 		$6.11M Buy
+250,804
New +$6.6M 1.28% 19
2019
Q3 		– Sell
-7,710
Closed -$223K – 242
2019
Q2 		$223K Buy
+7,710
New +$222K 0.07% 229

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

Sound View Wealth Advisors Group's EPD Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Enterprise Products Partners (EPD) stake by 0.54% in Q1 2026, selling an estimated $46.9K and leaving 241,788 shares worth $9.15M. The position accounts for 0.62% of the portfolio, ranked #41.

Sound View Wealth Advisors Group first reported a position in EPD in Q2 2019 and has held it in 17 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Sound View Wealth Advisors Group held 241,788 shares of Enterprise Products Partners worth $9.15M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 1,324 Enterprise Products Partners shares in Q1 2026, an estimated $46.9K.
  • Enterprise Products Partners made up 0.62% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #41 holding.
  • Sound View Wealth Advisors Group first reported a position in Enterprise Products Partners in Q2 2019 and has held it in 17 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.