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Strategic Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Strategic Wealth Partners’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 		$509K Sell
13,447
-101
-0.7% -$3.58K 0.04% 197
2025
Q4 		$434K Buy
13,548
+3,436
+34% +$109K 0.03% 222
2025
Q3 		$316K Sell
10,112
-1,267
-11% -$40K 0.02% 278
2025
Q2 		$353K Buy
+11,379
New +$355K 0.03% 254
2024
Q4 		$391K Buy
11,779
+2,048
+21% +$62.9K 0.03% 231
2024
Q3 		$283K Buy
9,731
+353
+4% +$10.3K 0.03% 260
2024
Q2 		$272K Hold
9,378
– – 0.03% 255
2024
Q1 		$274K Hold
9,378
– – 0.03% 239
2023
Q4 		$247K Sell
9,378
-1,077
-10% -$28.7K 0.03% 245
2023
Q3 		$286K Hold
10,455
– – 0.04% 245
2023
Q2 		$275K Sell
10,455
-390
-4% -$10.2K 0.04% 251
2023
Q1 		$281K Sell
10,845
-700
-6% -$18K 0.04% 221
2022
Q4 		$278K Sell
11,545
-563
-5% -$13.9K 0.05% 218
2022
Q3 		$288K Buy
12,108
+1,077
+10% +$27.8K 0.06% 224
2022
Q2 		$269K Hold
11,031
– – 0.06% 204
2022
Q1 		$285K Buy
11,031
+563
+5% +$13.7K 0.06% 215
2021
Q4 		$230K Hold
10,468
– – 0.04% 257
2021
Q3 		$227K Buy
+10,468
New +$238K 0.07% 219
2020
Q2 		– Sell
-14,071
Closed -$396K – 142
2020
Q1 		$396K Hold
14,071
– – 0.21% 103
2019
Q4 		$396K Sell
14,071
-5,326
-27% -$144K 0.21% 103
2019
Q3 		$131K Buy
19,397
+373
+2% +$10.9K 0.67% 41
2019
Q2 		$548K Sell
19,024
-2,311
-11% -$66.6K 0.26% 91
2019
Q1 		$625K Buy
21,335
+4,323
+25% +$121K 0.29% 90
2018
Q4 		$461K Sell
17,012
-175
-1% -$4.68K 0.23% 97
2018
Q3 		$494K Sell
17,187
-158
-0.9% -$4.57K 0.26% 94
2018
Q2 		$480K Sell
17,345
-3,558
-17% -$97.3K 0.28% 92
2018
Q1 		$512K Buy
20,903
+4,294
+26% +$114K 0.26% 112
2017
Q4 		$414K Buy
+16,609
New +$421K 0.23% 115

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 Wealth Partners's EPD Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Enterprise Products Partners (EPD) stake by 0.75% in Q1 2026, selling an estimated $3.58K and leaving 13,447 shares worth $509K. The position accounts for 0.04% of the portfolio, ranked #197.

Strategic Wealth Partners first reported a position in EPD in Q4 2017 and has held it in 28 quarters since. The position peaked at $625K in Q1 2019. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Strategic Wealth Partners held 13,447 shares of Enterprise Products Partners worth $509K as of Q1 2026.
  • Strategic Wealth Partners sold 101 Enterprise Products Partners shares in Q1 2026, an estimated $3.58K.
  • Enterprise Products Partners made up 0.04% of Strategic Wealth Partners's portfolio in Q1 2026, its #197 holding.
  • Strategic Wealth Partners first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 28 quarters since.
  • Strategic Wealth Partners's Enterprise Products Partners position peaked at $625K in Q1 2019.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.