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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
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 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

Visionary Wealth Advisors's EPD Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 0.62% in Q1 2026, selling an estimated $14.1K and leaving 63,134 shares worth $2.39M. The position accounts for 0.11% of the portfolio, ranked #181.

Visionary Wealth Advisors first reported a position in EPD in Q1 2022 and has held it in 17 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Visionary Wealth Advisors held 63,134 shares of Enterprise Products Partners worth $2.39M as of Q1 2026.
  • Visionary Wealth Advisors sold 397 Enterprise Products Partners shares in Q1 2026, an estimated $14.1K.
  • Enterprise Products Partners made up 0.11% of Visionary Wealth Advisors's portfolio in Q1 2026, its #181 holding.
  • Visionary Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2022 and has held it in 17 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.