Financial Freedom LLC
EPD icon

Financial Freedom LLC’s Enterprise Products Partners EPD Stock Holding History

Financial Freedom LLC’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 		$72.7K Buy
+2,043
New +$78K 0.03% 152
2026
Q2 		– Sell
-1,984
Closed -$75.1K – 191
2026
Q1 		$75.1K Buy
1,984
+30
+2% +$1.06K 0.04% 153
2025
Q4 		$62.7K Buy
1,954
+33
+2% +$1.04K 0.03% 160
2025
Q3 		$60.1K Buy
1,921
+32
+2% +$1.01K 0.03% 167
2025
Q2 		$58.6K Buy
1,889
+31
+2% +$966 0.03% 162
2025
Q1 		$63.4K Buy
1,858
+30
+2% +$999 0.04% 162
2024
Q4 		$57.3K Buy
1,828
+30
+2% +$922 0.03% 159
2024
Q3 		$52.3K Buy
1,798
+32
+2% +$935 0.03% 160
2024
Q2 		$51.2K Buy
1,766
+31
+2% +$889 0.03% 162
2024
Q1 		$50.6K Buy
1,735
+33
+2% +$906 0.03% 162
2023
Q4 		$44.9K Buy
1,702
+31
+2% +$826 0.03% 161
2023
Q3 		$45.7K Buy
1,671
+31
+2% +$829 0.03% 156
2023
Q2 		$43.2K Buy
1,640
+31
+2% +$810 0.03% 155
2023
Q1 		$41.7K Buy
1,609
+29
+2% +$745 0.03% 158
2022
Q4 		$38.1K Buy
+1,580
New +$38.9K 0.03% 163

Other funds holding EPD

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Financial Freedom LLC's EPD Position: Q3 2026 in Review

Financial Freedom LLC opened a new position in Enterprise Products Partners (EPD) in Q3 2026: 2,043 shares worth $72.7K. The stake represents 0.03% of the portfolio and ranks #152 among its holdings. This is a return to the name: Financial Freedom LLC previously reported a position in EPD as recently as Q1 2026.

Financial Freedom LLC first reported a position in EPD in Q4 2022 and has held it in 15 quarters since. The position peaked at $75.1K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Financial Freedom LLC held 2,043 shares of Enterprise Products Partners worth $72.7K as of Q3 2026.
  • Enterprise Products Partners was a new Financial Freedom LLC position in Q3 2026.
  • Enterprise Products Partners made up 0.03% of Financial Freedom LLC's portfolio in Q3 2026, its #152 holding.
  • Financial Freedom LLC first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 15 quarters since.
  • Financial Freedom LLC's Enterprise Products Partners position peaked at $75.1K in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Financial Freedom LLC's 13F filing for Q3 2026, filed 6 Nov 2026.