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

Evermay 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	$887K	Sell	23,445 -1,169	-5%	-$41.4K	0.1%	94
2025 Q4	$789K	Hold	24,614	–	–	0.09%	100
2025 Q3	$770K	Hold	24,614	–	–	0.09%	101
2025 Q2	$763K	Hold	24,614	–	–	0.09%	101
2025 Q1	$840K	Sell	24,614 -25	-0.1%	-$833	0.11%	89
2024 Q4	$773K	Buy	24,639 +25	+0.1%	+$768	0.12%	96
2024 Q3	$717K	Sell	24,614 -1,236	-5%	-$36.1K	0.12%	103
2024 Q2	$749K	Hold	25,850	–	–	0.12%	96
2024 Q1	$754K	Buy	25,850 +8,370	+48%	+$230K	0.11%	99
2023 Q4	$461K	Hold	17,480	–	–	0.09%	111
2023 Q3	$478K	Hold	17,480	–	–	0.1%	103
2023 Q2	$461K	Buy	17,480 +1,236	+8%	+$32.3K	0.09%	107
2023 Q1	$421K	Hold	16,244	–	–	0.08%	108
2022 Q4	$392K	Buy	16,244 +1,169	+8%	+$28.8K	0.08%	114
2022 Q3	$358K	Hold	15,075	–	–	0.07%	119
2022 Q2	$367K	Hold	15,075	–	–	0.07%	117
2022 Q1	$389K	Sell	15,075 -750	-5%	-$18.2K	0.07%	126
2021 Q4	$348K	Buy	15,825 +1,500	+10%	+$33.6K	0.06%	126
2021 Q3	$310K	Sell	14,325 -5,320	-27%	-$121K	0.06%	128
2021 Q2	$474K	Hold	19,645	–	–	0.09%	99
2021 Q1	$433K	Hold	19,645	–	–	0.09%	102
2020 Q4	$385K	Hold	19,645	–	–	0.08%	113
2020 Q3	$310K	Sell	19,645 -1,800	-8%	-$31.5K	0.08%	119
2020 Q2	$390K	Hold	21,445	–	–	0.1%	94
2020 Q1	$307K	Sell	21,445 -1,740	-8%	-$40.4K	0.09%	98
2019 Q4	$653K	Sell	23,185 -2,540	-10%	-$68.8K	0.16%	70
2019 Q3	$735K	Hold	25,725	–	–	0.2%	55
2019 Q2	$743K	Sell	25,725 -3,220	-11%	-$92.8K	0.21%	51
2019 Q1	$842K	Buy	28,945 +2,000	+7%	+$55.9K	0.24%	49
2018 Q4	$663K	Buy	26,945 +1,240	+5%	+$33.2K	0.21%	51
2018 Q3	$739K	Sell	25,705 -5,660	-18%	-$164K	0.23%	47
2018 Q2	$868K	Sell	31,365 -280	-0.9%	-$7.66K	0.29%	42
2018 Q1	$775K	Buy	31,645 +1,140	+4%	+$30.4K	0.27%	47
2017 Q4	$809K	Buy	30,505 +14,410	+90%	+$365K	0.3%	41
2017 Q3	$420K	Hold	16,095	–	–	0.18%	50
2017 Q2	$436K	Hold	16,095	–	–	0.19%	44
2017 Q1	$444K	Hold	16,095	–	–	0.2%	44
2016 Q4	$435K	Hold	16,095	–	–	0.21%	38
2016 Q3	$445K	Hold	16,095	–	–	0.22%	37
2016 Q2	$471K	Hold	16,095	–	–	0.25%	37
2016 Q1	$396K	Sell	16,095 -537	-3%	-$12.5K	0.22%	40
2015 Q4	$425K	Sell	16,632 -14,617	-47%	-$380K	0.25%	37
2015 Q3	$778K	Buy	31,249 +8,488	+37%	+$235K	0.47%	26
2015 Q2	$680K	Hold	22,761	–	–	0.4%	26
2015 Q1	$750K	Sell	22,761 -6,370	-22%	-$213K	0.44%	26
2014 Q4	$1.05M	Buy	29,131 +2,823	+11%	+$104K	0.68%	17
2014 Q3	$1.06M	Buy	26,308 +13,400	+104%	+$526K	0.91%	14
2014 Q2	$505K	Hold	12,908	–	–	0.44%	32
2014 Q1	$448K	Hold	12,908	–	–	0.48%	30
2013 Q4	$428K	Buy	+12,908	New	+$402K	0.59%	24

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

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

Evermay Wealth Management reduced its Enterprise Products Partners (EPD) stake by 4.7% in Q1 2026, selling an estimated $41.4K and leaving 23,445 shares worth $887K. The position accounts for 0.1% of the portfolio, ranked #94.

Evermay Wealth Management first reported a position in EPD in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.06M in Q3 2014. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Evermay Wealth Management held 23,445 shares of Enterprise Products Partners worth $887K as of Q1 2026.
Evermay Wealth Management sold 1,169 Enterprise Products Partners shares in Q1 2026, an estimated $41.4K.
Enterprise Products Partners made up 0.1% of Evermay Wealth Management's portfolio in Q1 2026, its #94 holding.
Evermay Wealth Management first reported a position in Enterprise Products Partners in Q4 2013 and has held it in 50 quarters since.
Evermay Wealth Management's Enterprise Products Partners position peaked at $1.06M in Q3 2014.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.