Toth Financial Advisory’s Enterprise Products Partners EPD Stock Holding History

Toth Financial Advisory’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	$447K	Sell	12,159 -269	-2%	-$10.2K	0.04%	183
2026 Q1	$470K	Buy	12,428 +35	+0.3%	+$1.24K	0.05%	170
2025 Q4	$397K	Buy	12,393 +39	+0.3%	+$1.23K	0.04%	178
2025 Q3	$386K	Sell	12,354 -368	-3%	-$11.6K	0.04%	187
2025 Q2	$395K	Buy	12,722 +74	+0.6%	+$2.31K	0.05%	177
2025 Q1	$432K	Buy	12,648 +102	+0.8%	+$3.4K	0.05%	163
2024 Q4	$393K	Buy	12,546 +191	+2%	+$5.87K	0.05%	172
2024 Q3	$360K	Sell	12,355 -53	-0.4%	-$1.55K	0.04%	183
2024 Q2	$360K	Buy	12,408 +51	+0.4%	+$1.46K	0.05%	171
2024 Q1	$361K	Buy	12,357 +63	+0.5%	+$1.73K	0.05%	178
2023 Q4	$324K	Buy	12,294 +33	+0.3%	+$879	0.04%	186
2023 Q3	$336K	Buy	12,261 +143	+1%	+$3.83K	0.05%	165
2023 Q2	$319K	Buy	12,118 +177	+1%	+$4.63K	0.05%	165
2023 Q1	$309K	Buy	11,941 +26	+0.2%	+$668	0.05%	164
2022 Q4	$287K	Buy	11,915 +27	+0.2%	+$665	0.05%	172
2022 Q3	$283K	Buy	11,888 +306	+3%	+$7.89K	0.05%	158
2022 Q2	$282K	Sell	11,582 -131	-1%	-$3.45K	0.05%	157
2022 Q1	$302K	Buy	11,713 +28	+0.2%	+$680	0.05%	171
2021 Q4	$257K	Buy	11,685 +31	+0.3%	+$695	0.04%	191
2021 Q3	$252K	Buy	11,654 +109	+0.9%	+$2.48K	0.04%	182
2021 Q2	$279K	Buy	11,545 +711	+7%	+$16.8K	0.04%	168
2021 Q1	$239K	Buy	10,834 +534	+5%	+$11.7K	0.04%	194
2020 Q4	$202K	Buy	10,300 +702	+7%	+$13.1K	0.03%	190
2020 Q3	$152K	Buy	9,598 +1,348	+16%	+$23.6K	0.03%	191
2020 Q2	$150K	Buy	8,250 +512	+7%	+$9.16K	0.03%	178
2020 Q1	$111K	Buy	7,738 +42	+0.5%	+$976	0.03%	141
2019 Q4	$217K	Sell	7,696 -450	-6%	-$12.2K	0.04%	159
2019 Q3	$233K	Buy	8,146 +440	+6%	+$12.8K	0.05%	167
2019 Q2	$222K	Buy	7,706 +294	+4%	+$8.47K	0.05%	168
2019 Q1	$216K	Buy	7,412 +408	+6%	+$11.4K	0.05%	152
2018 Q4	$172K	Buy	7,004 +264	+4%	+$7.07K	0.05%	132
2018 Q3	$194K	Buy	6,740 +8	+0.1%	+$231	0.04%	154
2018 Q2	$186K	Buy	6,732 +209	+3%	+$5.72K	0.04%	151
2018 Q1	$160K	Buy	6,523 +309	+5%	+$8.23K	0.04%	154
2017 Q4	$165K	Buy	+6,214	New	+$157K	0.04%	152

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Toth Financial Advisory's EPD Position: Q2 2026 in Review

Toth Financial Advisory reduced its Enterprise Products Partners (EPD) stake by 2.2% in Q2 2026, selling an estimated $10.2K and leaving 12,159 shares worth $447K. The position accounts for 0.04% of the portfolio, ranked #183.

Toth Financial Advisory first reported a position in EPD in Q4 2017 and has held it in 35 quarters since. The position peaked at $470K in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Toth Financial Advisory held 12,159 shares of Enterprise Products Partners worth $447K as of Q2 2026.
Toth Financial Advisory sold 269 Enterprise Products Partners shares in Q2 2026, an estimated $10.2K.
Enterprise Products Partners made up 0.04% of Toth Financial Advisory's portfolio in Q2 2026, its #183 holding.
Toth Financial Advisory first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 35 quarters since.
Toth Financial Advisory's Enterprise Products Partners position peaked at $470K in Q1 2026.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.