BIP Wealth’s Enterprise Products Partners EPD Stock Holding History

BIP Wealth’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	$1.01M	Buy	26,578 +2,696	+11%	+$95.4K	0.04%	198
2025 Q4	$766K	Buy	23,882 +300	+1%	+$9.49K	0.03%	240
2025 Q3	$737K	Buy	23,582 +400	+2%	+$12.6K	0.04%	144
2025 Q2	$719K	Sell	23,182 -905	-4%	-$28.2K	0.04%	126
2025 Q1	$822K	Buy	24,087 +396	+2%	+$13.2K	0.05%	113
2024 Q4	$743K	Buy	23,691 +2,603	+12%	+$80K	0.05%	123
2024 Q3	$614K	Buy	+21,088	New	+$616K	0.04%	127
2024 Q2	–	Sell	-19,675	Closed	-$574K	–	202
2024 Q1	$574K	Buy	19,675 +357	+2%	+$9.8K	0.04%	120
2023 Q4	$509K	Sell	19,318 -310	-2%	-$8.26K	0.04%	116
2023 Q3	$537K	Buy	19,628 +1,599	+9%	+$42.8K	0.05%	103
2023 Q2	$475K	Sell	18,029 -931	-5%	-$24.3K	0.04%	111
2023 Q1	$491K	Buy	+18,960	New	+$487K	0.05%	106

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

BIP Wealth's EPD Position: Q1 2026 in Review

BIP Wealth increased its Enterprise Products Partners (EPD) stake by 11% in Q1 2026, buying an estimated $95.4K and bringing the position to 26,578 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #198.

BIP Wealth first reported a position in EPD in Q1 2023 and has held it in 12 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

BIP Wealth held 26,578 shares of Enterprise Products Partners worth $1.01M as of Q1 2026.
BIP Wealth bought 2,696 Enterprise Products Partners shares in Q1 2026, an estimated $95.4K.
Enterprise Products Partners made up 0.04% of BIP Wealth's portfolio in Q1 2026, its #198 holding.
BIP Wealth first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 12 quarters since.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.