SWA
EPD icon

Stratos Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Stratos Wealth 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 		$681K Sell
17,999
-1,445
-7% -$51.1K 0.04% 333
2025
Q4 		$623K Sell
19,444
-1,011
-5% -$32K 0.03% 391
2025
Q3 		$640K Buy
20,455
+1,321
+7% +$41.7K 0.03% 403
2025
Q2 		$593K Sell
19,134
-989
-5% -$30.8K 0.03% 417
2025
Q1 		$687K Buy
20,123
+1,602
+9% +$53.4K 0.04% 371
2024
Q4 		$581K Sell
18,521
-81
-0.4% -$2.49K 0.03% 438
2024
Q3 		$542K Buy
18,602
+692
+4% +$20.2K 0.02% 482
2024
Q2 		$519K Sell
17,910
-5,377
-23% -$154K 0.03% 462
2024
Q1 		$680K Buy
23,287
+2,710
+13% +$74.4K 0.04% 402
2023
Q4 		$542K Sell
20,577
-69
-0.3% -$1.84K 0.03% 450
2023
Q3 		$565K Buy
20,646
+1,037
+5% +$27.7K 0.04% 407
2023
Q2 		$517K Sell
19,609
-486
-2% -$12.7K 0.04% 427
2023
Q1 		$520K Buy
20,095
+464
+2% +$11.9K 0.04% 410
2022
Q4 		$474K Buy
19,631
+9,633
+96% +$237K 0.04% 411
2022
Q3 		$238K Buy
9,998
+586
+6% +$15.1K 0.03% 450
2022
Q2 		$229K Buy
9,412
+90
+1% +$2.37K 0.02% 466
2022
Q1 		$241K Buy
+9,322
New +$226K 0.02% 481

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Stratos Wealth Advisors's EPD Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 7.4% in Q1 2026, selling an estimated $51.1K and leaving 17,999 shares worth $681K. The position accounts for 0.04% of the portfolio, ranked #333.

Stratos Wealth Advisors first reported a position in EPD in Q1 2022 and has held it in 17 quarters since. The position peaked at $687K in Q1 2025. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Stratos Wealth Advisors held 17,999 shares of Enterprise Products Partners worth $681K as of Q1 2026.
  • Stratos Wealth Advisors sold 1,445 Enterprise Products Partners shares in Q1 2026, an estimated $51.1K.
  • Enterprise Products Partners made up 0.04% of Stratos Wealth Advisors's portfolio in Q1 2026, its #333 holding.
  • Stratos Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2022 and has held it in 17 quarters since.
  • Stratos Wealth Advisors's Enterprise Products Partners position peaked at $687K in Q1 2025.
  • 1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.