Curated Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Curated Wealth Partners’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 Q3	$985K	Hold	27,670	–	–	0.08%	138
2026 Q2	$1.02M	Hold	27,670	–	–	0.12%	65
2026 Q1	$1.05M	Hold	27,670	–	–	0.13%	63
2025 Q4	$887K	Hold	27,670	–	–	0.1%	79
2025 Q3	$865K	Hold	27,670	–	–	0.1%	69
2025 Q2	$858K	Hold	27,670	–	–	0.1%	66
2025 Q1	$945K	Hold	27,670	–	–	0.12%	58
2024 Q4	$868K	Buy	27,670 +11,000	+66%	+$338K	0.1%	57
2024 Q3	$485K	Hold	16,670	–	–	0.06%	80
2024 Q2	$483K	Buy	+16,670	New	+$478K	0.07%	80
2024 Q1	–	Sell	-16,670	Closed	-$458K	–	183
2023 Q4	$439K	Hold	16,670	–	–	0.07%	95
2023 Q3	$456K	Hold	16,670	–	–	0.08%	82
2023 Q2	$439K	Hold	16,670	–	–	0.09%	76
2023 Q1	$432K	Hold	16,670	–	–	0.1%	75
2022 Q4	$402K	Hold	16,670	–	–	0.1%	76
2022 Q3	$396K	Hold	16,670	–	–	0.12%	76
2022 Q2	$406K	Hold	16,670	–	–	0.12%	78
2022 Q1	$366K	Hold	16,670	–	–	0.12%	91
2021 Q4	$366K	Sell	16,670 -45,010	-73%	-$1.01M	0.12%	94
2021 Q3	$1.34M	Hold	61,680	–	–	0.75%	22
2021 Q2	$1.49M	Hold	61,680	–	–	0.81%	20
2021 Q1	$1.36M	Hold	61,680	–	–	0.83%	22
2020 Q4	$1.21M	Buy	+61,680	New	+$1.15M	0.78%	26

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Curated Wealth Partners's EPD Position: Q3 2026 in Review

Curated Wealth Partners held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 27,670 shares worth $985K. The position accounts for 0.08% of the portfolio, ranked #138.

Curated Wealth Partners first reported a position in EPD in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.49M in Q2 2021. 1,073 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Curated Wealth Partners held 27,670 shares of Enterprise Products Partners worth $985K as of Q3 2026.
Curated Wealth Partners left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.08% of Curated Wealth Partners's portfolio in Q3 2026, its #138 holding.
Curated Wealth Partners first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 23 quarters since.
Curated Wealth Partners's Enterprise Products Partners position peaked at $1.49M in Q2 2021.
1,073 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.