Focus Partners Wealth
EPD icon

Focus Partners Wealth’s Enterprise Products Partners EPD Stock Holding History

Focus Partners Wealth’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 		$38.8M Buy
1,025,113
+29,399
+3% +$1.04M 0.04% 344
2025
Q4 		$31.9M Buy
995,714
+122,839
+14% +$3.88M 0.04% 379
2025
Q3 		$27.3M Buy
872,875
+44,957
+5% +$1.42M 0.04% 332
2025
Q2 		$25.7M Sell
827,918
-9,018
-1% -$281K 0.06% 303
2025
Q1 		$28.6M Sell
836,936
-1,838
-0.2% -$61.2K 0.07% 260
2024
Q4 		$26.3M Sell
838,774
-97,939
-10% -$3.01M 0.07% 264
2024
Q3 		$27.3M Buy
936,713
+172,467
+23% +$5.04M 0.09% 231
2024
Q2 		$22.1M Buy
764,246
+703,883
+1,166% +$20.2M 0.07% 232
2024
Q1 		$1.76M Buy
60,363
+32,853
+119% +$902K 0.01% 510
2023
Q4 		$725K Buy
+27,510
New +$733K 0.01% 508

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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

Focus Partners Wealth's EPD Position: Q1 2026 in Review

Focus Partners Wealth increased its Enterprise Products Partners (EPD) stake by 3% in Q1 2026, buying an estimated $1.04M and bringing the position to 1,025,113 shares worth $38.8M. The position accounts for 0.04% of the portfolio, ranked #344.

Focus Partners Wealth first reported a position in EPD in Q4 2023 and has held it in 10 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Focus Partners Wealth held 1,025,113 shares of Enterprise Products Partners worth $38.8M as of Q1 2026.
  • Focus Partners Wealth bought 29,399 Enterprise Products Partners shares in Q1 2026, an estimated $1.04M.
  • Enterprise Products Partners made up 0.04% of Focus Partners Wealth's portfolio in Q1 2026, its #344 holding.
  • Focus Partners Wealth first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 10 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.