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Advus Financial Partners, LLC’s Enterprise Products Partners EPD Stock Holding History

Advus Financial Partners, LLC’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 		$965K Buy
26,248
+556
+2% +$21K 0.22% 86
2026
Q1 		$972K Hold
25,692
– – 0.24% 76
2025
Q4 		$824K Buy
25,692
+3,800
+17% +$120K 0.2% 80
2025
Q3 		$685K Hold
21,892
– – 0.16% 96
2025
Q2 		$679K Hold
21,892
– – 0.17% 91
2025
Q1 		$747K Sell
21,892
-856
-4% -$28.5K 0.21% 74
2024
Q4 		$713K Hold
22,748
– – 0.2% 71
2024
Q3 		$662K Buy
22,748
+914
+4% +$26.7K 0.19% 79
2024
Q2 		$633K Hold
21,834
– – 0.19% 75
2024
Q1 		$637K Hold
21,834
– – 0.2% 70
2023
Q4 		$575K Buy
21,834
+189
+0.9% +$5.04K 0.2% 72
2023
Q3 		$592K Hold
21,645
– – 0.23% 65
2023
Q2 		$570K Buy
21,645
+3,382
+19% +$88.4K 0.22% 66
2023
Q1 		$473K Buy
18,263
+85
+0.5% +$2.18K 0.2% 75
2022
Q4 		$438K Sell
18,178
-662
-4% -$16.3K 0.19% 80
2022
Q3 		$448K Buy
18,840
+60
+0.3% +$1.55K 0.24% 63
2022
Q2 		$458K Buy
18,780
+910
+5% +$23.9K 0.24% 61
2022
Q1 		$461K Buy
+17,870
New +$434K 0.24% 65
2021
Q3 		$392K Buy
+17,870
New +$406K 0.22% 58

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

Advus Financial Partners, LLC's EPD Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Enterprise Products Partners (EPD) stake by 2.2% in Q2 2026, buying an estimated $21K and bringing the position to 26,248 shares worth $965K. The position accounts for 0.22% of the portfolio, ranked #86.

Advus Financial Partners, LLC first reported a position in EPD in Q3 2021 and has held it in 19 quarters since. The position peaked at $972K in Q1 2026. 1,587 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Advus Financial Partners, LLC held 26,248 shares of Enterprise Products Partners worth $965K as of Q2 2026.
  • Advus Financial Partners, LLC bought 556 Enterprise Products Partners shares in Q2 2026, an estimated $21K.
  • Enterprise Products Partners made up 0.22% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #86 holding.
  • Advus Financial Partners, LLC first reported a position in Enterprise Products Partners in Q3 2021 and has held it in 19 quarters since.
  • Advus Financial Partners, LLC's Enterprise Products Partners position peaked at $972K in Q1 2026.
  • 1,587 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.