Angeles Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Angeles Wealth Management’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	$1.13M	Sell	29,957 -1,026	-3%	-$36.3K	0.06%	127
2025 Q4	$993K	Sell	30,983 -100	-0.3%	-$3.16K	0.05%	137
2025 Q3	$972K	Hold	31,083	–	–	0.06%	114
2025 Q2	$964K	Sell	31,083 -4,778	-13%	-$149K	0.07%	109
2025 Q1	$1.22M	Sell	35,861 -4,989	-12%	-$166K	0.1%	71
2024 Q4	$1.28M	Buy	40,850 +16,900	+71%	+$519K	0.11%	71
2024 Q3	$697K	Buy	23,950 +3,755	+19%	+$110K	0.06%	112
2024 Q2	$585K	Buy	20,195 +2,200	+12%	+$63.1K	0.05%	118
2024 Q1	$525K	Hold	17,995	–	–	0.05%	118
2023 Q4	$474K	Buy	17,995 +6,748	+60%	+$180K	0.06%	115
2023 Q3	$308K	Hold	11,247	–	–	0.04%	127
2023 Q2	$296K	Buy	11,247 +1,150	+11%	+$30.1K	0.04%	141
2023 Q1	$262K	Buy	+10,097	New	+$259K	0.04%	145

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

Angeles Wealth Management's EPD Position: Q1 2026 in Review

Angeles Wealth Management reduced its Enterprise Products Partners (EPD) stake by 3.3% in Q1 2026, selling an estimated $36.3K and leaving 29,957 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #127.

Angeles Wealth Management first reported a position in EPD in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.28M in Q4 2024. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Angeles Wealth Management held 29,957 shares of Enterprise Products Partners worth $1.13M as of Q1 2026.
Angeles Wealth Management sold 1,026 Enterprise Products Partners shares in Q1 2026, an estimated $36.3K.
Enterprise Products Partners made up 0.06% of Angeles Wealth Management's portfolio in Q1 2026, its #127 holding.
Angeles Wealth Management first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 13 quarters since.
Angeles Wealth Management's Enterprise Products Partners position peaked at $1.28M in Q4 2024.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.