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Caldwell Trust’s Enterprise Products Partners EPD Stock Holding History

Caldwell Trust’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 		$286K Buy
7,550
+720
+11% +$25.5K 0.03% 287
2025
Q4 		$219K Buy
6,830
+1,130
+20% +$35.7K 0.02% 315
2025
Q3 		$178K Hold
5,700
– – 0.02% 329
2025
Q2 		$177K Hold
5,700
– – 0.02% 323
2025
Q1 		$195K Hold
5,700
– – 0.02% 313
2024
Q4 		$179K Hold
5,700
– – 0.02% 328
2024
Q3 		$166K Hold
5,700
– – 0.02% 331
2024
Q2 		$165K Buy
5,700
+4,700
+470% +$135K 0.02% 328
2024
Q1 		$29.2K Hold
1,000
– – ﹤0.01% 516
2023
Q4 		$26.4K Sell
1,000
-400
-29% -$10.7K ﹤0.01% 513
2023
Q3 		$38.3K Hold
1,400
– – 0.01% 474
2023
Q2 		$36.9K Hold
1,400
– – ﹤0.01% 490
2023
Q1 		$36.3K Buy
1,400
+400
+40% +$10.3K 0.01% 482
2022
Q4 		$24.1K Hold
1,000
– – ﹤0.01% 513
2022
Q3 		$23.8K Hold
1,000
– – ﹤0.01% 515
2022
Q2 		$24.4K Hold
1,000
– – ﹤0.01% 524
2022
Q1 		$25.8K Hold
1,000
– – ﹤0.01% 538
2021
Q4 		$22K Hold
1,000
– – ﹤0.01% 551
2021
Q3 		$21.6K Sell
1,000
-810
-45% -$18.4K ﹤0.01% 553
2021
Q2 		$43.7K Hold
1,810
– – 0.01% 470
2021
Q1 		$39.9K Hold
1,810
– – 0.01% 470
2020
Q4 		$35.5K Hold
1,810
– – 0.01% 464
2020
Q3 		$28.6K Sell
1,810
-800
-31% -$14K ﹤0.01% 486
2020
Q2 		$47.4K Sell
2,610
-7,200
-73% -$129K 0.01% 422
2020
Q1 		$140K Hold
9,810
– – 0.03% 275
2019
Q4 		$276K Buy
+9,810
New +$266K 0.04% 232

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Caldwell Trust's EPD Position: Q1 2026 in Review

Caldwell Trust increased its Enterprise Products Partners (EPD) stake by 11% in Q1 2026, buying an estimated $25.5K and bringing the position to 7,550 shares worth $286K. The position accounts for 0.03% of the portfolio, ranked #287.

Caldwell Trust first reported a position in EPD in Q4 2019 and has held it in 26 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Caldwell Trust held 7,550 shares of Enterprise Products Partners worth $286K as of Q1 2026.
  • Caldwell Trust bought 720 Enterprise Products Partners shares in Q1 2026, an estimated $25.5K.
  • Enterprise Products Partners made up 0.03% of Caldwell Trust's portfolio in Q1 2026, its #287 holding.
  • Caldwell Trust first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 26 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.