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

Diversify 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 		$779K Buy
+20,089
New +$711K 0.01% 677
2024
Q3 		– Sell
-10,954
Closed -$305K – 478
2024
Q2 		$305K Buy
+10,954
New +$314K 0.04% 355

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
Neuberger Berman Group
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

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

Diversify Wealth Management opened a new position in Enterprise Products Partners (EPD) in Q1 2026: 20,089 shares worth $779K. The stake represents 0.01% of the portfolio and ranks #677 among its holdings. This is a return to the name: Diversify Wealth Management previously reported a position in EPD as recently as Q2 2024.

Diversify Wealth Management first reported a position in EPD in Q2 2024 and has held it in 2 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Diversify Wealth Management held 20,089 shares of Enterprise Products Partners worth $779K as of Q1 2026.
  • Enterprise Products Partners was a new Diversify Wealth Management position in Q1 2026.
  • Enterprise Products Partners made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #677 holding.
  • Diversify Wealth Management first reported a position in Enterprise Products Partners in Q2 2024 and has held it in 2 quarters since.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.