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Sterling Investment Advisors (Pennsylvania)’s Enterprise Products Partners EPD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$226K Sell
6,152
-593
-9% -$22.4K 0.04% 208
2026
Q1 		$255K Buy
+6,745
New +$239K 0.05% 184
2022
Q3 		– Sell
-4,042
Closed -$99K – 237
2022
Q2 		$99K Buy
4,042
+5
+0.1% +$132 0.03% 180
2022
Q1 		$104K Buy
4,037
+7
+0.2% +$170 0.03% 189
2021
Q4 		$89K Buy
4,030
+6
+0.1% +$135 0.03% 204
2021
Q3 		$87K Buy
4,024
+606
+18% +$13.8K 0.03% 208
2021
Q2 		$82K Sell
3,418
-96
-3% -$2.27K 0.02% 213
2021
Q1 		$77K Buy
3,514
+109
+3% +$2.4K 0.02% 208
2020
Q4 		$67K Sell
3,405
-3,412
-50% -$63.5K 0.02% 208
2020
Q3 		$108K Buy
6,817
+140
+2% +$2.45K 0.04% 158
2020
Q2 		$121K Buy
6,677
+147
+2% +$2.63K 0.05% 148
2020
Q1 		$93K Sell
6,530
-1,706
-21% -$39.6K 0.05% 147
2019
Q4 		$231K Buy
8,236
+1,893
+30% +$51.3K 0.11% 107
2019
Q3 		$181K Buy
6,343
+85
+1% +$2.48K 0.09% 115
2019
Q2 		$181K Buy
6,258
+82
+1% +$2.36K 0.09% 122
2019
Q1 		$180K Buy
6,176
+584
+10% +$16.3K 0.09% 121
2018
Q4 		$137K Buy
5,592
+75
+1% +$2.01K 0.08% 128
2018
Q3 		$159K Buy
5,517
+68
+1% +$1.97K 0.08% 127
2018
Q2 		$150K Buy
5,449
+4,398
+418% +$120K 0.09% 121
2018
Q1 		$26K Buy
1,051
+4
+0.4% +$107 0.02% 260
2017
Q4 		$28K Sell
1,047
-496
-32% -$12.6K 0.02% 236
2017
Q3 		$40K Buy
1,543
+504
+49% +$13.3K 0.03% 198
2017
Q2 		$28K Buy
1,039
+4
+0.4% +$108 0.02% 225
2017
Q1 		$29K Buy
1,035
+3
+0.3% +$84 0.02% 215
2016
Q4 		$28K Buy
+1,032
New +$26.9K 0.02% 189

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 $39B AUM 18.55% 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

Sterling Investment Advisors (Pennsylvania)'s EPD Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Enterprise Products Partners (EPD) stake by 8.8% in Q2 2026, selling an estimated $22.4K and leaving 6,152 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #208.

Sterling Investment Advisors (Pennsylvania) first reported a position in EPD in Q4 2016 and has held it in 25 quarters since. The position peaked at $255K in Q1 2026. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 6,152 shares of Enterprise Products Partners worth $226K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 593 Enterprise Products Partners shares in Q2 2026, an estimated $22.4K.
  • Enterprise Products Partners made up 0.04% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #208 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 25 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Enterprise Products Partners position peaked at $255K in Q1 2026.
  • 1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.