Wealth Alliance
EPD icon

Wealth Alliance’s Enterprise Products Partners EPD Stock Holding History

Wealth Alliance’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
Q3 		$284K Buy
7,975
+346
+5% +$13.2K 0.02% 454
2026
Q2 		$280K Buy
7,629
+10
+0.1% +$377 0.02% 472
2026
Q1 		$288K Sell
7,619
-6,451
-46% -$228K 0.03% 444
2025
Q4 		$451K Buy
14,070
+24
+0.2% +$759 0.04% 326
2025
Q3 		$439K Sell
14,046
-189
-1% -$5.96K 0.05% 331
2025
Q2 		$441K Buy
14,235
+2
+0% +$62 0.05% 325
2025
Q1 		$486K Sell
14,233
-317
-2% -$10.6K 0.06% 283
2024
Q4 		$456K Sell
14,550
-6,379
-30% -$196K 0.05% 277
2024
Q3 		$609K Sell
20,929
-2,006
-9% -$58.6K 0.07% 232
2024
Q2 		$665K Sell
22,935
-2,716
-11% -$77.9K 0.09% 211
2024
Q1 		$748K Sell
25,651
-4,587
-15% -$126K 0.1% 198
2023
Q4 		$797K Sell
30,238
-389
-1% -$10.4K 0.11% 180
2023
Q3 		$838K Sell
30,627
-773
-2% -$20.7K 0.13% 162
2023
Q2 		$827K Sell
31,400
-1,822
-5% -$47.6K 0.12% 170
2023
Q1 		$860K Buy
33,222
+12,156
+58% +$312K 0.14% 161
2022
Q4 		$508K Sell
21,066
-6,858
-25% -$169K 0.09% 235
2022
Q3 		$664K Buy
27,924
+5,879
+27% +$152K 0.13% 171
2022
Q2 		$537K Sell
22,045
-5,148
-19% -$135K 0.1% 199
2022
Q1 		$702K Buy
27,193
+5,344
+24% +$130K 0.14% 153
2021
Q4 		$480K Buy
21,849
+277
+1% +$6.21K 0.1% 232
2021
Q3 		$467K Sell
21,572
-234
-1% -$5.32K 0.1% 217
2021
Q2 		$526K Buy
21,806
+3,472
+19% +$82.2K 0.12% 187
2021
Q1 		$404K Sell
18,334
-10,320
-36% -$227K 0.11% 217
2020
Q4 		$561K Buy
28,654
+8,169
+40% +$152K 0.17% 154
2020
Q3 		$323K Sell
20,485
-1,424
-6% -$24.9K 0.12% 217
2020
Q2 		$398K Sell
21,909
-364
-2% -$6.51K 0.16% 170
2020
Q1 		$319K Buy
22,273
+4,177
+23% +$97K 0.17% 149
2019
Q4 		$510K Buy
+18,096
New +$490K 0.36% 63

Other funds holding EPD

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Wealth Alliance's EPD Position: Q3 2026 in Review

Wealth Alliance increased its Enterprise Products Partners (EPD) stake by 4.5% in Q3 2026, buying an estimated $13.2K and bringing the position to 7,975 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #454.

Wealth Alliance first reported a position in EPD in Q4 2019 and has held it in 28 quarters since. The position peaked at $860K in Q1 2023. 1,407 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Wealth Alliance held 7,975 shares of Enterprise Products Partners worth $284K as of Q3 2026.
  • Wealth Alliance bought 346 Enterprise Products Partners shares in Q3 2026, an estimated $13.2K.
  • Enterprise Products Partners made up 0.02% of Wealth Alliance's portfolio in Q3 2026, its #454 holding.
  • Wealth Alliance first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 28 quarters since.
  • Wealth Alliance's Enterprise Products Partners position peaked at $860K in Q1 2023.
  • 1,407 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.