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

Wealth Advisors of Tampa Bay’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	$342K	Hold	9,050	–	–	0.11%	80
2025 Q4	$290K	Hold	9,050	–	–	0.1%	80
2025 Q3	$283K	Buy	+9,050	New	+$286K	0.09%	82
2025 Q2	–	Sell	-5,875	Closed	-$201K	–	107
2025 Q1	$201K	Buy	+5,875	New	+$196K	0.08%	87
2023 Q4	–	Sell	-11,750	Closed	-$322K	–	86
2023 Q3	$322K	Buy	+11,750	New	+$314K	0.09%	80

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Wealth Advisors of Tampa Bay's EPD Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 9,050 shares worth $342K. The position accounts for 0.11% of the portfolio, ranked #80.

Wealth Advisors of Tampa Bay first reported a position in EPD in Q3 2023 and has held it in 5 quarters since. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Wealth Advisors of Tampa Bay held 9,050 shares of Enterprise Products Partners worth $342K as of Q1 2026.
Wealth Advisors of Tampa Bay left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up 0.11% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #80 holding.
Wealth Advisors of Tampa Bay first reported a position in Enterprise Products Partners in Q3 2023 and has held it in 5 quarters since.
1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.