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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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Curated Wealth Partners's EPD Position: Q2 2026 in Review

Curated Wealth Partners sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 27,670 shares — an estimated $1.05M sold.

Curated Wealth Partners first reported a position in EPD in Q4 2020 and held it in 21 quarters. The position peaked at $1.49M in Q2 2021. 579 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Curated Wealth Partners reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 27,670 Enterprise Products Partners shares in Q2 2026, an estimated $1.05M.
  • Curated Wealth Partners first reported a position in Enterprise Products Partners in Q4 2020 and held it in 21 quarters.
  • Curated Wealth Partners's Enterprise Products Partners position peaked at $1.49M in Q2 2021.
  • 579 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.