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 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 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

United Advisor Group's EPD Position: Q1 2026 in Review

United Advisor Group increased its Enterprise Products Partners (EPD) stake by 4.2% in Q1 2026, buying an estimated $99.5K and bringing the position to 69,479 shares worth $2.63M. The position accounts for 0.32% of the portfolio, ranked #80.

United Advisor Group first reported a position in EPD in Q1 2024 and has held it in 9 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

United Advisor Group held 69,479 shares of Enterprise Products Partners worth $2.63M as of Q1 2026.
United Advisor Group bought 2,812 Enterprise Products Partners shares in Q1 2026, an estimated $99.5K.
Enterprise Products Partners made up 0.32% of United Advisor Group's portfolio in Q1 2026, its #80 holding.
United Advisor Group first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 9 quarters since.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.