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United Capital Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

United Capital Financial 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
Q2 		$3.79M Buy
103,083
+10,582
+11% +$399K 0.02% 438
2026
Q1 		$3.5M Sell
92,501
-9,258
-9% -$328K 0.02% 438
2025
Q4 		$3.26M Buy
101,759
+76,502
+303% +$2.42M 0.02% 431
2025
Q3 		$790K Sell
25,257
-4,049
-14% -$128K 0.01% 718
2025
Q2 		$909K Buy
29,306
+9,478
+48% +$295K 0.01% 615
2025
Q1 		$677K Buy
19,828
+2,028
+11% +$67.5K 0.01% 668
2024
Q4 		$558K Sell
17,800
-9,844
-36% -$302K ﹤0.01% 701
2024
Q3 		$805K Buy
27,644
+1,756
+7% +$51.3K 0.01% 598
2024
Q2 		$750K Sell
25,888
-61,456
-70% -$1.76M 0.01% 601
2024
Q1 		$2.55M Sell
87,344
-22,725
-21% -$624K 0.02% 383
2023
Q4 		$2.9M Sell
110,069
-228,937
-68% -$6.1M 0.02% 354
2023
Q3 		$9.28M Sell
339,006
-23,323
-6% -$624K 0.06% 231
2023
Q2 		$9.55M Sell
362,329
-31,652
-8% -$827K 0.05% 242
2023
Q1 		$10.2M Sell
393,981
-240,361
-38% -$6.17M 0.06% 235
2022
Q4 		$15.3M Sell
634,342
-55,106
-8% -$1.36M 0.09% 199
2022
Q3 		$16.4M Buy
689,448
+10,565
+2% +$273K 0.1% 183
2022
Q2 		$16.5M Sell
678,883
-47,808
-7% -$1.26M 0.09% 196
2022
Q1 		$18.8M Sell
726,691
-49,675
-6% -$1.21M 0.09% 194
2021
Q4 		$17M Sell
776,366
-2,017
-0.3% -$45.2K 0.08% 220
2021
Q3 		$16.8M Buy
778,383
+26,100
+3% +$593K 0.08% 209
2021
Q2 		$18.2M Buy
752,283
+8,022
+1% +$190K 0.09% 204
2021
Q1 		$16.4M Sell
744,261
-2,206
-0.3% -$48.5K 0.09% 207
2020
Q4 		$14.6M Buy
746,467
+2,752
+0.4% +$51.2K 0.09% 212
2020
Q3 		$11.7M Sell
743,715
-21,805
-3% -$382K 0.08% 227
2020
Q2 		$13.9M Sell
765,520
-14,775
-2% -$264K 0.1% 203
2020
Q1 		$11.2M Sell
780,295
-29,567
-4% -$687K 0.09% 216
2019
Q4 		$22.8M Sell
809,862
-13,533
-2% -$367K 0.15% 164
2019
Q3 		$23.5M Sell
823,395
-57,007
-6% -$1.66M 0.16% 139
2019
Q2 		$25.4M Buy
880,402
+18,602
+2% +$536K 0.17% 130
2019
Q1 		$25.1M Sell
861,800
-55,878
-6% -$1.56M 0.18% 125
2018
Q4 		$22.6M Buy
917,678
+22,936
+3% +$614K 0.18% 121
2018
Q3 		$25.7M Buy
894,742
+22,778
+3% +$658K 0.18% 123
2018
Q2 		$24.1M Sell
871,964
-2,739
-0.3% -$74.9K 0.18% 127
2018
Q1 		$21.4M Buy
874,703
+137,759
+19% +$3.67M 0.16% 143
2017
Q4 		$19.5M Buy
736,944
+27,477
+4% +$696K 0.15% 154
2017
Q3 		$18.5M Sell
709,467
-2,854
-0.4% -$75.5K 0.16% 148
2017
Q2 		$19.3M Buy
712,321
+4,602
+0.7% +$125K 0.17% 131
2017
Q1 		$19.5M Sell
707,719
-30,675
-4% -$857K 0.18% 120
2016
Q4 		$20M Sell
738,394
-13,719
-2% -$357K 0.19% 109
2016
Q3 		$20.8M Buy
752,113
+19,773
+3% +$546K 0.2% 114
2016
Q2 		$21.2M Sell
732,340
-16,168
-2% -$434K 0.22% 97
2016
Q1 		$18.4M Sell
748,508
-31,844
-4% -$741K 0.2% 97
2015
Q4 		$20M Sell
780,352
-67,245
-8% -$1.75M 0.23% 90
2015
Q3 		$21.1M Sell
847,597
-29,802
-3% -$827K 0.25% 75
2015
Q2 		$26.2M Buy
877,399
+9,194
+1% +$301K 0.3% 77
2015
Q1 		$29.7M Buy
868,205
+46,277
+6% +$1.55M 0.36% 63
2014
Q4 		$29.7M Buy
821,928
+81,081
+11% +$3M 0.44% 53
2014
Q3 		$29.9M Sell
740,847
-91
-0% -$3.57K 0.52% 37
2014
Q2 		$29M Buy
740,938
+24,456
+3% +$902K 0.54% 44
2014
Q1 		$24.8M Buy
716,482
+256,814
+56% +$8.51M 0.53% 41
2013
Q4 		$15.2M Buy
459,668
+311,644
+211% +$9.71M 0.52% 47
2013
Q3 		$4.52M Sell
148,024
-446,572
-75% -$13.7M 0.14% 156
2013
Q2 		$18.5M Buy
+594,596
New +$18M 0.49% 50

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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 Capital Financial Advisors's EPD Position: Q2 2026 in Review

United Capital Financial Advisors increased its Enterprise Products Partners (EPD) stake by 11% in Q2 2026, buying an estimated $399K and bringing the position to 103,083 shares worth $3.79M. The position accounts for 0.02% of the portfolio, ranked #438.

United Capital Financial Advisors first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $29.9M in Q3 2014. 1,583 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • United Capital Financial Advisors held 103,083 shares of Enterprise Products Partners worth $3.79M as of Q2 2026.
  • United Capital Financial Advisors bought 10,582 Enterprise Products Partners shares in Q2 2026, an estimated $399K.
  • Enterprise Products Partners made up 0.02% of United Capital Financial Advisors's portfolio in Q2 2026, its #438 holding.
  • United Capital Financial Advisors first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
  • United Capital Financial Advisors's Enterprise Products Partners position peaked at $29.9M in Q3 2014.
  • 1,583 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.