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

Evolution 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 		$11.9K Hold
314
– – 0.01% 491
2025
Q4 		$10.1K Buy
314
+50
+19% +$1.58K 0.01% 444
2025
Q3 		$8.26K Hold
264
– – 0.01% 395
2025
Q2 		$8.19K Buy
+264
New +$8.22K 0.01% 381

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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

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

Evolution Wealth Management held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 314 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #491.

Evolution Wealth Management first reported a position in EPD in Q2 2025 and has held it in 4 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Evolution Wealth Management held 314 shares of Enterprise Products Partners worth $11.9K as of Q1 2026.
  • Evolution Wealth Management left its Enterprise Products Partners share count unchanged in Q1 2026.
  • Enterprise Products Partners made up 0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #491 holding.
  • Evolution Wealth Management first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 4 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.