EWP
EPD icon

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

Elevation 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
Q2 		$130K Buy
3,543
+50
+1% +$1.89K 0.04% 168
2026
Q1 		$132K Buy
3,493
+51
+1% +$1.8K 0.05% 149
2025
Q4 		$110K Buy
3,442
+58
+2% +$1.83K 0.04% 161
2025
Q3 		$106K Buy
3,384
+56
+2% +$1.77K 0.04% 167
2025
Q2 		$103K Buy
3,328
+55
+2% +$1.71K 0.04% 172
2025
Q1 		$112K Buy
3,273
+51
+2% +$1.7K 0.05% 158
2024
Q4 		$101K Buy
3,222
+54
+2% +$1.66K 0.04% 165
2024
Q3 		$92.2K Buy
3,168
+57
+2% +$1.67K 0.04% 171
2024
Q2 		$90.2K Sell
3,111
-615
-17% -$17.6K 0.04% 171
2024
Q1 		$109K Sell
3,726
-93
-2% -$2.55K 0.05% 151
2023
Q4 		$105K Hold
3,819
– – 0.06% 147
2023
Q3 		$105K Hold
3,819
– – 0.09% 90
2023
Q2 		$101K Sell
3,819
-2,075
-35% -$54.2K 0.08% 102
2023
Q1 		$153K Buy
+5,894
New +$151K 0.14% 73

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Elevation Wealth Partners increased its Enterprise Products Partners (EPD) stake by 1.4% in Q2 2026, buying an estimated $1.89K and bringing the position to 3,543 shares worth $130K. The position accounts for 0.04% of the portfolio, ranked #168.

Elevation Wealth Partners first reported a position in EPD in Q1 2023 and has held it in 14 quarters since. The position peaked at $153K in Q1 2023. 688 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Elevation Wealth Partners held 3,543 shares of Enterprise Products Partners worth $130K as of Q2 2026.
  • Elevation Wealth Partners bought 50 Enterprise Products Partners shares in Q2 2026, an estimated $1.89K.
  • Enterprise Products Partners made up 0.04% of Elevation Wealth Partners's portfolio in Q2 2026, its #168 holding.
  • Elevation Wealth Partners first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 14 quarters since.
  • Elevation Wealth Partners's Enterprise Products Partners position peaked at $153K in Q1 2023.
  • 688 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.