Financial Gravity Asset Management’s Enterprise Products Partners EPD Stock Holding History

Financial Gravity Asset 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	$444K	Hold	11,732	–	–	0.08%	113
2025 Q4	$376K	Sell	11,732 -16	-0.1%	-$506	0.07%	98
2025 Q3	$367K	Buy	+11,748	New	+$371K	0.07%	107
2024 Q2	$2.52K	Sell	87 -2,828	-97%	-$81.1K	﹤0.01%	717
2024 Q1	$80.4K	Sell	2,915 -488	-14%	-$13.4K	0.01%	311
2023 Q4	$5.04M	Buy	3,403 +1,638	+93%	+$43.6K	0.05%	116
2023 Q3	$5M	Buy	+1,765	New	+$47.2K	0.06%	111
2020 Q1	–	Sell	-673	Closed	-$19K	–	1184
2019 Q4	$19K	Buy	+673	New	+$18.2K	0.01%	1027
2018 Q3	–	Sell	-56	Closed	-$2K	–	1450
2018 Q2	$2K	Sell	56 -16	-22%	-$438	﹤0.01%	973
2018 Q1	$2K	Buy	+72	New	+$1.92K	﹤0.01%	939

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Financial Gravity Asset Management's EPD Position: Q1 2026 in Review

Financial Gravity Asset Management held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 11,732 shares worth $444K. The position accounts for 0.08% of the portfolio, ranked #113.

Financial Gravity Asset Management first reported a position in EPD in Q1 2018 and has held it in 10 quarters since. The position peaked at $5.04M in Q4 2023. 1,612 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Financial Gravity Asset Management held 11,732 shares of Enterprise Products Partners worth $444K as of Q1 2026.
Financial Gravity Asset Management left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up 0.08% of Financial Gravity Asset Management's portfolio in Q1 2026, its #113 holding.
Financial Gravity Asset Management first reported a position in Enterprise Products Partners in Q1 2018 and has held it in 10 quarters since.
Financial Gravity Asset Management's Enterprise Products Partners position peaked at $5.04M in Q4 2023.
1,612 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.