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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
2024
Q2 		– Sell
-16,670
Closed -$486K – 179
2024
Q1 		$486K Buy
+16,670
New +$458K 0.07% 88

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TCA
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EIP
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Neuberger Berman Group
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KACA
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Curated Wealth Partners's EPD Position: Q2 2026 in Review

Curated Wealth Partners held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 27,670 shares worth $1.02M. The position accounts for 0.12% of the portfolio, ranked #65.

Curated Wealth Partners first reported a position in EPD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.49M in Q2 2021. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Curated Wealth Partners held 27,670 shares of Enterprise Products Partners worth $1.02M as of Q2 2026.
  • Curated Wealth Partners left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.12% of Curated Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • Curated Wealth Partners first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 22 quarters since.
  • Curated Wealth Partners's Enterprise Products Partners position peaked at $1.49M in Q2 2021.
  • 1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.