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

Challenger 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	$359K	Buy	9,486 +22	+0.2%	+$779	0.29%	48
2025 Q4	$303K	Buy	9,464 +25	+0.3%	+$790	0.23%	50
2025 Q3	$295K	Buy	9,439 +1,024	+12%	+$32.3K	0.23%	52
2025 Q2	$261K	Buy	8,415 +23	+0.3%	+$717	0.18%	86
2025 Q1	$286K	Buy	8,392 +22	+0.3%	+$733	0.23%	75
2024 Q4	$262K	Buy	+8,370	New	+$257K	0.23%	86

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

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

Challenger Wealth Management increased its Enterprise Products Partners (EPD) stake by 0.23% in Q1 2026, buying an estimated $779 and bringing the position to 9,486 shares worth $359K. The position accounts for 0.29% of the portfolio, ranked #48.

Challenger Wealth Management first reported a position in EPD in Q4 2024 and has held it in 6 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Challenger Wealth Management held 9,486 shares of Enterprise Products Partners worth $359K as of Q1 2026.
Challenger Wealth Management bought 22 Enterprise Products Partners shares in Q1 2026, an estimated $779.
Enterprise Products Partners made up 0.29% of Challenger Wealth Management's portfolio in Q1 2026, its #48 holding.
Challenger Wealth Management first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 6 quarters since.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Challenger Wealth Management's 13F filing for Q1 2026, filed 28 May 2026.