United Advisor Group’s Enterprise Products Partners EPD Stock Holding History

United Advisor Group’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	$2.55M	Sell	69,464 -15	-0%	-$566	0.27%	100
2026 Q1	$2.63M	Buy	69,479 +2,812	+4%	+$99.5K	0.32%	80
2025 Q4	$2.14M	Buy	66,667 +1,698	+3%	+$53.7K	0.27%	95
2025 Q3	$2.03M	Buy	64,969 +177	+0.3%	+$5.58K	0.27%	91
2025 Q2	$2.01M	Buy	64,792 +35	+0.1%	+$1.09K	0.35%	74
2025 Q1	$2.21M	Buy	64,757 +1,003	+2%	+$33.4K	0.45%	59
2024 Q4	$2M	Sell	63,754 -2,801	-4%	-$86K	0.4%	64
2024 Q3	$1.94M	Buy	66,555 +1,281	+2%	+$37.4K	0.44%	60
2024 Q2	$1.89M	Buy	65,274 +4,440	+7%	+$127K	0.59%	48
2024 Q1	$1.78M	Buy	+60,834	New	+$1.67M	0.67%	45

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

United Advisor Group's EPD Position: Q2 2026 in Review

United Advisor Group reduced its Enterprise Products Partners (EPD) stake by 0.02% in Q2 2026, selling an estimated $566 and leaving 69,464 shares worth $2.55M. The position accounts for 0.27% of the portfolio, ranked #100.

United Advisor Group first reported a position in EPD in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.63M in Q1 2026. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

United Advisor Group held 69,464 shares of Enterprise Products Partners worth $2.55M as of Q2 2026.
United Advisor Group sold 15 Enterprise Products Partners shares in Q2 2026, an estimated $566.
Enterprise Products Partners made up 0.27% of United Advisor Group's portfolio in Q2 2026, its #100 holding.
United Advisor Group first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 10 quarters since.
United Advisor Group's Enterprise Products Partners position peaked at $2.63M in Q1 2026.
1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.