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U.S. Capital Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

U.S. Capital 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 		$86.2M Sell
2,276,743
-5,573
-0.2% -$197K 2.17% 6
2025
Q4 		$73.2M Buy
2,282,316
+17,759
+0.8% +$562K 1.91% 5
2025
Q3 		$70.8M Buy
2,264,557
+79,565
+4% +$2.51M 1.91% 6
2025
Q2 		$67.8M Buy
2,184,992
+41,185
+2% +$1.28M 1.98% 6
2025
Q1 		$73.2M Buy
2,143,807
+259,383
+14% +$8.64M 2.24% 4
2024
Q4 		$59.1M Buy
1,884,424
+11,600
+0.6% +$356K 1.83% 7
2024
Q3 		$54.5M Buy
1,872,824
+176,840
+10% +$5.17M 1.92% 6
2024
Q2 		$49.1M Buy
1,695,984
+8,518
+0.5% +$244K 1.86% 8
2024
Q1 		$49.2M Sell
1,687,466
-45,638
-3% -$1.25M 1.9% 6
2023
Q4 		$45.7M Sell
1,733,104
-60,969
-3% -$1.62M 1.81% 8
2023
Q3 		$49.1M Buy
1,794,073
+254,175
+17% +$6.8M 2.21% 6
2023
Q2 		$40.6M Buy
1,539,898
+20,707
+1% +$541K 1.93% 6
2023
Q1 		$39.3M Buy
1,519,191
+143,801
+10% +$3.69M 1.82% 6
2022
Q4 		$33.2M Buy
1,375,390
+85,873
+7% +$2.11M 1.54% 6
2022
Q3 		$30.7M Buy
1,289,517
+68,066
+6% +$1.76M 1.55% 6
2022
Q2 		$29.8M Buy
1,221,451
+28,006
+2% +$737K 1.31% 10
2022
Q1 		$30.8M Buy
1,193,445
+10,185
+0.9% +$247K 1.13% 11
2021
Q4 		$26M Buy
1,183,260
+19,453
+2% +$436K 1.03% 15
2021
Q3 		$25.2M Buy
+1,163,807
New +$26.4M 1.09% 12

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

U.S. Capital Wealth Advisors's EPD Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 0.24% in Q1 2026, selling an estimated $197K and leaving 2,276,743 shares worth $86.2M. The position accounts for 2.17% of the portfolio, ranked #6.

U.S. Capital Wealth Advisors first reported a position in EPD in Q3 2021 and has held it in 19 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • U.S. Capital Wealth Advisors held 2,276,743 shares of Enterprise Products Partners worth $86.2M as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 5,573 Enterprise Products Partners shares in Q1 2026, an estimated $197K.
  • Enterprise Products Partners made up 2.17% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #6 holding.
  • U.S. Capital Wealth Advisors first reported a position in Enterprise Products Partners in Q3 2021 and has held it in 19 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.