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
Q3 		$128K Buy
3,594
+51
+1% +$1.95K 0.04% 181
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Elevation Wealth Partners's EPD Position: Q3 2026 in Review

Elevation Wealth Partners increased its Enterprise Products Partners (EPD) stake by 1.4% in Q3 2026, buying an estimated $1.95K and bringing the position to 3,594 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #181.

Elevation Wealth Partners first reported a position in EPD in Q1 2023 and has held it in 15 quarters since. The position peaked at $153K in Q1 2023. 84 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Elevation Wealth Partners held 3,594 shares of Enterprise Products Partners worth $128K as of Q3 2026.
  • Elevation Wealth Partners bought 51 Enterprise Products Partners shares in Q3 2026, an estimated $1.95K.
  • Enterprise Products Partners made up 0.04% of Elevation Wealth Partners's portfolio in Q3 2026, its #181 holding.
  • Elevation Wealth Partners first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 15 quarters since.
  • Elevation Wealth Partners's Enterprise Products Partners position peaked at $153K in Q1 2023.
  • 84 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.