Wescott Financial Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Wescott Financial Advisory Group’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	$279K	Buy	7,365 +8	+0.1%	+$283	0.02%	161
2025 Q4	$236K	Sell	7,357 -201	-3%	-$6.36K	0.02%	171
2025 Q3	$236K	Buy	7,558 +219	+3%	+$6.91K	0.02%	164
2025 Q2	$228K	Sell	7,339 -992	-12%	-$30.9K	0.02%	161
2025 Q1	$284K	Buy	8,331 +1,500	+22%	+$50K	0.03%	142
2024 Q4	$214K	Buy	+6,831	New	+$210K	0.02%	165
2021 Q1	–	Sell	-36,370	Closed	-$712K	–	64
2020 Q4	$712K	Buy	+36,370	New	+$677K	0.5%	22

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Wescott Financial Advisory Group's EPD Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Enterprise Products Partners (EPD) stake by 0.11% in Q1 2026, buying an estimated $283 and bringing the position to 7,365 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #161.

Wescott Financial Advisory Group first reported a position in EPD in Q4 2020 and has held it in 7 quarters since. The position peaked at $712K in Q4 2020. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Wescott Financial Advisory Group held 7,365 shares of Enterprise Products Partners worth $279K as of Q1 2026.
Wescott Financial Advisory Group bought 8 Enterprise Products Partners shares in Q1 2026, an estimated $283.
Enterprise Products Partners made up 0.02% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #161 holding.
Wescott Financial Advisory Group first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 7 quarters since.
Wescott Financial Advisory Group's Enterprise Products Partners position peaked at $712K in Q4 2020.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.