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Visionary Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Visionary 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
Q2 		$2.3M Sell
62,624
-510
-0.8% -$19.2K 0.09% 199
2026
Q1 		$2.39M Sell
63,134
-397
-0.6% -$14.1K 0.11% 181
2025
Q4 		$2.04M Sell
63,531
-119
-0.2% -$3.76K 0.09% 194
2025
Q3 		$1.99M Sell
63,650
-895
-1% -$28.2K 0.09% 197
2025
Q2 		$2M Buy
64,545
+32
+0% +$997 0.1% 192
2025
Q1 		$2.2M Buy
64,513
+9
+0% +$300 0.13% 161
2024
Q4 		$2.02M Buy
64,504
+53,314
+476% +$1.64M 0.12% 165
2024
Q3 		$326K Sell
11,190
-44
-0.4% -$1.28K 0.02% 415
2024
Q2 		$326K Sell
11,234
-1,963
-15% -$56.3K 0.02% 395
2024
Q1 		$385K Buy
13,197
+138
+1% +$3.79K 0.03% 366
2023
Q4 		$344K Sell
13,059
-450
-3% -$12K 0.03% 371
2023
Q3 		$370K Sell
13,509
-208
-2% -$5.56K 0.03% 339
2023
Q2 		$361K Buy
13,717
+435
+3% +$11.4K 0.03% 341
2023
Q1 		$344K Sell
13,282
-966
-7% -$24.8K 0.03% 331
2022
Q4 		$344K Buy
14,248
+3,425
+32% +$84.3K 0.03% 296
2022
Q3 		$257K Buy
10,823
+19
+0.2% +$490 0.03% 326
2022
Q2 		$263K Buy
10,804
+1,873
+21% +$49.3K 0.02% 346
2022
Q1 		$230K Buy
+8,931
New +$217K 0.02% 379

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

Visionary Wealth Advisors's EPD Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 0.81% in Q2 2026, selling an estimated $19.2K and leaving 62,624 shares worth $2.3M. The position accounts for 0.09% of the portfolio, ranked #199.

Visionary Wealth Advisors first reported a position in EPD in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.39M in Q1 2026. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Visionary Wealth Advisors held 62,624 shares of Enterprise Products Partners worth $2.3M as of Q2 2026.
  • Visionary Wealth Advisors sold 510 Enterprise Products Partners shares in Q2 2026, an estimated $19.2K.
  • Enterprise Products Partners made up 0.09% of Visionary Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • Visionary Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2022 and has held it in 18 quarters since.
  • Visionary Wealth Advisors's Enterprise Products Partners position peaked at $2.39M in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.