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

Darwin 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
2024
Q4 		– Sell
-16
Closed -$466 – 658
2024
Q3 		$466 Buy
+16
New +$467 ﹤0.01% 594
2020
Q2 		– Sell
-1,532
Closed -$21K – 323
2020
Q1 		$21K Buy
+1,532
New +$35.6K 0.01% 358

Other funds holding EPD

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Invesco
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Darwin Wealth Management's EPD Position: Q4 2024 in Review

Darwin Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2024, closing a stake of 16 shares — an estimated $466 sold.

Darwin Wealth Management first reported a position in EPD in Q1 2020 and held it in 2 quarters. The position peaked at $21K in Q1 2020. 1,441 funds tracked by Wall St. Rank hold EPD as of Q4 2024.

  • Darwin Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2024 after selling out during the quarter.
  • Darwin Wealth Management sold 16 Enterprise Products Partners shares in Q4 2024, an estimated $466.
  • Darwin Wealth Management first reported a position in Enterprise Products Partners in Q1 2020 and held it in 2 quarters.
  • Darwin Wealth Management's Enterprise Products Partners position peaked at $21K in Q1 2020.
  • 1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2024.

Based on Darwin Wealth Management's 13F filing for Q4 2024, filed 15 Aug 2025.