WA
EPD icon

WealthTrust Axiom’s Enterprise Products Partners EPD Stock Holding History

WealthTrust Axiom’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 		$1.54M Sell
41,986
-1,153
-3% -$43.5K 0.34% 72
2026
Q1 		$1.63M Hold
43,139
– – 0.4% 56
2025
Q4 		$1.38M Hold
43,139
– – 0.36% 65
2025
Q3 		$1.35M Buy
43,139
+1,476
+4% +$46.6K 0.36% 65
2025
Q2 		$1.29M Sell
41,663
-675
-2% -$21K 0.38% 64
2025
Q1 		$1.45M Sell
42,338
-4,175
-9% -$139K 0.44% 50
2024
Q4 		$1.46M Sell
46,513
-700
-1% -$21.5K 0.43% 52
2024
Q3 		$1.37M Buy
47,213
+16,967
+56% +$496K 0.41% 53
2024
Q2 		$877K Buy
30,246
+38
+0.1% +$1.09K 0.29% 76
2024
Q1 		$881K Buy
30,208
+1,540
+5% +$42.3K 0.28% 82
2023
Q4 		$755K Sell
28,668
-461
-2% -$12.3K 0.25% 87
2023
Q3 		$797K Buy
29,129
+37
+0.1% +$990 0.29% 75
2023
Q2 		$767K Buy
29,092
+37
+0.1% +$967 0.25% 86
2023
Q1 		$753K Buy
29,055
+1,641
+6% +$42.2K 0.26% 88
2022
Q4 		$661K Buy
27,414
+1,015
+4% +$25K 0.23% 93
2022
Q3 		$627K Sell
26,399
-692
-3% -$17.9K 0.24% 91
2022
Q2 		$660K Buy
27,091
+33
+0.1% +$868 0.24% 92
2022
Q1 		$698K Buy
27,058
+30
+0.1% +$728 0.22% 94
2021
Q4 		$593K Sell
27,028
-6,198
-19% -$139K 0.19% 108
2021
Q3 		$719K Buy
33,226
+226
+0.7% +$5.13K 0.24% 91
2021
Q2 		$796K Sell
33,000
-4,330
-12% -$102K 0.26% 86
2021
Q1 		$821K Buy
37,330
+39
+0.1% +$858 0.28% 82
2020
Q4 		$730K Buy
37,291
+2,051
+6% +$38.2K 0.27% 80
2020
Q3 		$556K Buy
35,240
+6,550
+23% +$115K 0.24% 89
2020
Q2 		$521K Sell
28,690
-549
-2% -$9.82K 0.23% 90
2020
Q1 		$418K Sell
29,239
-267
-0.9% -$6.2K 0.21% 94
2019
Q4 		$830K Buy
29,506
+33
+0.1% +$894 0.28% 85
2019
Q3 		$842K Buy
29,473
+31
+0.1% +$903 0.3% 78
2019
Q2 		$850K Sell
29,442
-2,699
-8% -$77.8K 0.3% 83
2019
Q1 		$935K Buy
32,141
+24
+0.1% +$670 0.33% 74
2018
Q4 		$789K Buy
32,117
+25
+0.1% +$669 0.32% 79
2018
Q3 		$921K Buy
32,092
+86
+0.3% +$2.48K 0.31% 79
2018
Q2 		$885K Buy
32,006
+592
+2% +$16.2K 0.31% 75
2018
Q1 		$769K Buy
31,414
+88
+0.3% +$2.34K 0.28% 83
2017
Q4 		$830K Buy
31,326
+97
+0.3% +$2.46K 0.31% 76
2017
Q3 		$814K Buy
31,229
+87
+0.3% +$2.3K 0.31% 77
2017
Q2 		$843K Buy
31,142
+85
+0.3% +$2.3K 0.32% 82
2017
Q1 		$857K Buy
31,057
+86
+0.3% +$2.4K 0.31% 83
2016
Q4 		$837K Buy
30,971
+7,796
+34% +$203K 0.3% 84
2016
Q3 		$640K Sell
23,175
-1,115
-5% -$30.8K 0.24% 97
2016
Q2 		$710K Buy
24,290
+106
+0.4% +$2.85K 0.27% 90
2016
Q1 		$595K Buy
24,184
+3,771
+18% +$87.8K 0.23% 93
2015
Q4 		$522K Sell
20,413
-2,964
-13% -$77K 0.21% 98
2015
Q3 		$582K Buy
23,377
+4,857
+26% +$135K 0.24% 92
2015
Q2 		$553K Buy
18,520
+1,172
+7% +$38.4K 0.2% 96
2015
Q1 		$571K Buy
17,348
+965
+6% +$32.3K 0.2% 98
2014
Q4 		$591K Sell
16,383
-939
-5% -$34.7K 0.21% 98
2014
Q3 		$698K Buy
17,322
+58
+0.3% +$2.28K 0.25% 86
2014
Q2 		$675K Sell
17,264
-1,942
-10% -$71.6K 0.23% 88
2014
Q1 		$666K Buy
19,206
+1,120
+6% +$37.1K 0.24% 83
2013
Q4 		$599K Sell
18,086
-1,188
-6% -$37K 0.23% 85
2013
Q3 		$588K Buy
19,274
+160
+0.8% +$4.89K 0.24% 82
2013
Q2 		$593K Buy
+19,114
New +$579K 0.25% 79

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

WealthTrust Axiom's EPD Position: Q2 2026 in Review

WealthTrust Axiom reduced its Enterprise Products Partners (EPD) stake by 2.7% in Q2 2026, selling an estimated $43.5K and leaving 41,986 shares worth $1.54M. The position accounts for 0.34% of the portfolio, ranked #72.

WealthTrust Axiom first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.63M in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • WealthTrust Axiom held 41,986 shares of Enterprise Products Partners worth $1.54M as of Q2 2026.
  • WealthTrust Axiom sold 1,153 Enterprise Products Partners shares in Q2 2026, an estimated $43.5K.
  • Enterprise Products Partners made up 0.34% of WealthTrust Axiom's portfolio in Q2 2026, its #72 holding.
  • WealthTrust Axiom first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
  • WealthTrust Axiom's Enterprise Products Partners position peaked at $1.63M in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.