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Strategic Advisors’s Enterprise Products Partners EPD Stock Holding History

Strategic 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 		$407K Buy
10,756
+66
+0.6% +$2.34K 0.07% 149
2025
Q4 		$343K Buy
10,690
+37
+0.3% +$1.17K 0.05% 149
2025
Q3 		$333K Buy
10,653
+36
+0.3% +$1.14K 0.05% 156
2025
Q2 		$329K Buy
10,617
+632
+6% +$19.7K 0.06% 142
2025
Q1 		$341K Buy
9,985
+337
+3% +$11.2K 0.07% 154
2024
Q4 		$303K Buy
9,648
+2,164
+29% +$66.5K 0.05% 169
2024
Q3 		$218K Buy
7,484
+20
+0.3% +$584 0.04% 190
2024
Q2 		$216K Sell
7,464
-171
-2% -$4.9K 0.04% 192
2024
Q1 		$223K Sell
7,635
-1,605
-17% -$44.1K 0.04% 188
2023
Q4 		$243K Sell
9,240
-6,278
-40% -$167K 0.05% 181
2023
Q3 		$425K Buy
15,518
+94
+0.6% +$2.51K 0.08% 142
2023
Q2 		$406K Buy
15,424
+94
+0.6% +$2.46K 0.08% 142
2023
Q1 		$397K Sell
15,330
-8,597
-36% -$221K 0.08% 147
2022
Q4 		$577K Sell
23,927
-2,883
-11% -$71K 0.13% 120
2022
Q3 		$637K Buy
26,810
+894
+3% +$23.1K 0.14% 116
2022
Q2 		$631K Buy
25,916
+78
+0.3% +$2.05K 0.13% 115
2022
Q1 		$666K Buy
25,838
+77
+0.3% +$1.87K 0.12% 126
2021
Q4 		$565K Buy
25,761
+77
+0.3% +$1.73K 0.08% 142
2021
Q3 		$555K Sell
25,684
-4,422
-15% -$100K 0.12% 130
2021
Q2 		$726K Buy
30,106
+1,535
+5% +$36.3K 0.19% 100
2021
Q1 		$629K Sell
28,571
-20,579
-42% -$452K 0.18% 97
2020
Q4 		$1.05M Sell
49,150
-5,196
-10% -$96.7K 0.3% 72
2020
Q3 		$894K Sell
54,346
-14,255
-21% -$250K 0.3% 70
2020
Q2 		$1.26M Buy
68,601
+5,165
+8% +$92.4K 0.47% 46
2020
Q1 		$1.01M Buy
63,436
+582
+0.9% +$13.5K 0.44% 52
2019
Q4 		$1.77M Buy
62,854
+7,042
+13% +$191K 0.62% 47
2019
Q3 		$1.59M Buy
55,812
+1,829
+3% +$53.3K 0.6% 47
2019
Q2 		$1.56M Buy
53,983
+201
+0.4% +$5.79K 0.59% 46
2019
Q1 		$1.56M Buy
53,782
+2,934
+6% +$82K 0.6% 46
2018
Q4 		$1.25M Sell
50,848
-1,147
-2% -$30.7K 0.55% 49
2018
Q3 		$1.49M Sell
51,995
-564
-1% -$16.3K 0.55% 51
2018
Q2 		$1.45M Sell
52,559
-10,459
-17% -$286K 0.58% 51
2018
Q1 		$1.54M Buy
63,018
+256
+0.4% +$6.82K 0.64% 48
2017
Q4 		$1.66M Buy
62,762
+18,349
+41% +$465K 0.68% 40
2017
Q3 		$1.16M Sell
44,413
-2,151
-5% -$56.9K 0.5% 55
2017
Q2 		$1.26M Sell
46,564
-4,751
-9% -$129K 0.58% 53
2017
Q1 		$1.42M Sell
51,315
-3,599
-7% -$101K 0.67% 48
2016
Q4 		$1.49M Sell
54,914
-759
-1% -$19.8K 0.78% 45
2016
Q3 		$1.54M Buy
55,673
+9,961
+22% +$275K 0.86% 41
2016
Q2 		$1.34M Sell
45,712
-18,297
-29% -$491K 0.77% 48
2016
Q1 		$1.58M Buy
64,009
+42,582
+199% +$991K 0.9% 36
2015
Q4 		$548K Sell
21,427
-3,389
-14% -$88.1K 0.36% 80
2015
Q3 		$618K Buy
24,816
+679
+3% +$18.8K 0.43% 77
2015
Q2 		$721K Buy
24,137
+10,648
+79% +$349K 0.46% 72
2015
Q1 		$1.06M Sell
13,489
-11,634
-46% -$390K 0.68% 50
2014
Q4 		$907K Sell
25,123
-582
-2% -$21.5K 0.59% 63
2014
Q3 		$1.04M Sell
25,705
-1,273
-5% -$49.9K 0.68% 50
2014
Q2 		$1.06M Sell
26,978
-3,262
-11% -$120K 0.68% 50
2014
Q1 		$1.05M Sell
30,240
-3,882
-11% -$129K 0.7% 50
2013
Q4 		$1.13M Buy
34,122
+24,278
+247% +$756K 0.77% 44
2013
Q3 		$300K Buy
9,844
+2,146
+28% +$65.6K 0.25% 106
2013
Q2 		$242K Buy
+7,698
New +$233K 0.22% 112

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

Strategic Advisors's EPD Position: Q1 2026 in Review

Strategic Advisors increased its Enterprise Products Partners (EPD) stake by 0.62% in Q1 2026, buying an estimated $2.34K and bringing the position to 10,756 shares worth $407K. The position accounts for 0.07% of the portfolio, ranked #149.

Strategic Advisors first reported a position in EPD in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.77M in Q4 2019. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Strategic Advisors held 10,756 shares of Enterprise Products Partners worth $407K as of Q1 2026.
  • Strategic Advisors bought 66 Enterprise Products Partners shares in Q1 2026, an estimated $2.34K.
  • Enterprise Products Partners made up 0.07% of Strategic Advisors's portfolio in Q1 2026, its #149 holding.
  • Strategic Advisors first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 52 quarters since.
  • Strategic Advisors's Enterprise Products Partners position peaked at $1.77M in Q4 2019.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.