Sterling Financial Planning’s Enterprise Products Partners EPD Stock Holding History

Sterling Financial Planning’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 Q3	$272K	Buy	7,638 +23	+0.3%	+$878	0.07%	101
2026 Q2	$280K	Buy	7,615 +23	+0.3%	+$868	0.08%	105
2026 Q1	$287K	Buy	7,592 +55	+0.7%	+$1.95K	0.09%	93
2025 Q4	$242K	Buy	7,537 +61	+0.8%	+$1.93K	0.07%	108
2025 Q3	$234K	Buy	+7,476	New	+$236K	0.07%	109
2025 Q2	–	Sell	-7,356	Closed	-$251K	–	117
2025 Q1	$251K	Buy	+7,356	New	+$245K	0.09%	99
2021 Q4	–	Sell	-1,850	Closed	-$40K	–	197
2021 Q3	$40K	Hold	1,850	–	–	0.03%	202
2021 Q2	$45K	Hold	1,850	–	–	0.03%	174
2021 Q1	$41K	Hold	1,850	–	–	0.03%	166
2020 Q4	$36K	Buy	+1,850	New	+$34.4K	0.03%	165

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return

Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Sterling Financial Planning's EPD Position: Q3 2026 in Review

Sterling Financial Planning increased its Enterprise Products Partners (EPD) stake by 0.3% in Q3 2026, buying an estimated $878 and bringing the position to 7,638 shares worth $272K. The position accounts for 0.07% of the portfolio, ranked #101.

Sterling Financial Planning first reported a position in EPD in Q4 2020 and has held it in 10 quarters since. The position peaked at $287K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Sterling Financial Planning held 7,638 shares of Enterprise Products Partners worth $272K as of Q3 2026.
Sterling Financial Planning bought 23 Enterprise Products Partners shares in Q3 2026, an estimated $878.
Enterprise Products Partners made up 0.07% of Sterling Financial Planning's portfolio in Q3 2026, its #101 holding.
Sterling Financial Planning first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 10 quarters since.
Sterling Financial Planning's Enterprise Products Partners position peaked at $287K in Q1 2026.
1,407 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Sterling Financial Planning's 13F filing for Q3 2026, filed 28 Oct 2026.