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FSB Premier Wealth Management’s Enterprise Products Partners EPD Stock Holding History

FSB Premier 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 		$338K Buy
+8,941
New +$316K 0.11% 173
2025
Q1 		– Sell
-9,389
Closed -$294K – 208
2024
Q4 		$294K Buy
+9,389
New +$288K 0.12% 171
2022
Q1 		– Sell
-6,018
Closed -$132K – 260
2021
Q4 		$132K Buy
+6,018
New +$135K 0.06% 157

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

FSB Premier Wealth Management's EPD Position: Q1 2026 in Review

FSB Premier Wealth Management opened a new position in Enterprise Products Partners (EPD) in Q1 2026: 8,941 shares worth $338K. The stake represents 0.11% of the portfolio and ranks #173 among its holdings. This is a return to the name: FSB Premier Wealth Management previously reported a position in EPD as recently as Q4 2024.

FSB Premier Wealth Management first reported a position in EPD in Q4 2021 and has held it in 3 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • FSB Premier Wealth Management held 8,941 shares of Enterprise Products Partners worth $338K as of Q1 2026.
  • Enterprise Products Partners was a new FSB Premier Wealth Management position in Q1 2026.
  • Enterprise Products Partners made up 0.11% of FSB Premier Wealth Management's portfolio in Q1 2026, its #173 holding.
  • FSB Premier Wealth Management first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 3 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

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