WAOI
EPD icon

Wealth Advisors of Iowa’s Enterprise Products Partners EPD Stock Holding History

Wealth Advisors of Iowa’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 		$375K Buy
10,198
+20
+0.2% +$755 0.1% 62
2026
Q1 		$385K Sell
10,178
-126
-1% -$4.46K 0.12% 59
2025
Q4 		$330K Buy
10,304
+3
+0% +$95 0.11% 63
2025
Q3 		$322K Buy
10,301
+4
+0% +$126 0.11% 58
2025
Q2 		$319K Buy
10,297
+4
+0% +$125 0.12% 53
2025
Q1 		$351K Buy
10,293
+3
+0% +$100 0.15% 49
2024
Q4 		$323K Buy
10,290
+4
+0% +$123 0.16% 46
2024
Q3 		$299K Buy
10,286
+3
+0% +$88 0.15% 45
2024
Q2 		$298K Buy
10,283
+4
+0% +$115 0.17% 34
2024
Q1 		$300K Buy
10,279
+4
+0% +$110 0.18% 47
2023
Q4 		$271K Buy
10,275
+3
+0% +$80 0.18% 48
2023
Q3 		$281K Buy
10,272
+4
+0% +$107 0.2% 49
2023
Q2 		$271K Sell
10,268
-1,997
-16% -$52.2K 0.2% 50
2023
Q1 		$318K Sell
12,265
-332
-3% -$8.53K 0.25% 40
2022
Q4 		$304K Buy
12,597
+336
+3% +$8.27K 0.25% 48
2022
Q3 		$292K Hold
12,261
– – 0.27% 38
2022
Q2 		$299K Sell
12,261
-30,355
-71% -$799K 0.16% 43
2022
Q1 		$1.1M Buy
42,616
+12,704
+42% +$308K 0.55% 18
2021
Q4 		$657K Sell
29,912
-4,034
-12% -$90.5K 0.36% 22
2021
Q3 		$735K Buy
33,946
+7,228
+27% +$164K 0.4% 25
2021
Q2 		$645K Buy
26,718
+4,650
+21% +$110K 0.34% 26
2021
Q1 		$486K Buy
22,068
+5,780
+35% +$127K 0.27% 29
2020
Q4 		$319K Buy
16,288
+3,860
+31% +$71.9K 0.2% 31
2020
Q3 		$196K Hold
12,428
– – 0.13% 29
2020
Q2 		$226K Hold
12,428
– – 0.17% 26
2020
Q1 		$178K Buy
+12,428
New +$289K 0.14% 25

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

Wealth Advisors of Iowa's EPD Position: Q2 2026 in Review

Wealth Advisors of Iowa increased its Enterprise Products Partners (EPD) stake by 0.2% in Q2 2026, buying an estimated $755 and bringing the position to 10,198 shares worth $375K. The position accounts for 0.1% of the portfolio, ranked #62.

Wealth Advisors of Iowa first reported a position in EPD in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.1M in Q1 2022. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Wealth Advisors of Iowa held 10,198 shares of Enterprise Products Partners worth $375K as of Q2 2026.
  • Wealth Advisors of Iowa bought 20 Enterprise Products Partners shares in Q2 2026, an estimated $755.
  • Enterprise Products Partners made up 0.1% of Wealth Advisors of Iowa's portfolio in Q2 2026, its #62 holding.
  • Wealth Advisors of Iowa first reported a position in Enterprise Products Partners in Q1 2020 and has held it in 26 quarters since.
  • Wealth Advisors of Iowa's Enterprise Products Partners position peaked at $1.1M in Q1 2022.
  • 1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Wealth Advisors of Iowa's 13F filing for Q2 2026, filed 30 Jul 2026.