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

Heirloom 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	$875K	Buy	23,112 +6,793	+42%	+$240K	0.16%	54
2025 Q4	$523K	Hold	16,319	–	–	0.12%	31
2025 Q3	$510K	Hold	16,319	–	–	0.12%	29
2025 Q2	$506K	Hold	16,319	–	–	0.13%	31
2025 Q1	$557K	Hold	16,319	–	–	0.16%	28
2024 Q4	$512K	Hold	16,319	–	–	0.15%	32
2024 Q3	$475K	Hold	16,319	–	–	0.15%	29
2024 Q2	$473K	Hold	16,319	–	–	0.15%	29
2024 Q1	$476K	Hold	16,319	–	–	0.16%	34
2023 Q4	$430K	Hold	16,319	–	–	0.17%	39
2023 Q3	$447K	Sell	16,319 -43	-0.3%	-$1.15K	0.2%	37
2023 Q2	$431K	Buy	16,362 +43	+0.3%	+$1.12K	0.19%	40
2023 Q1	$423K	Hold	16,319	–	–	0.2%	41
2022 Q4	$394K	Buy	+16,319	New	+$402K	0.25%	40
2022 Q2	$426K	Sell	16,319 -585	-3%	-$15.4K	0.35%	27
2022 Q1	$441K	Sell	16,904 -1,228	-7%	-$29.8K	0.31%	25
2021 Q4	$429K	Buy	+18,132	New	+$407K	0.37%	25

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

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

Heirloom Wealth Management increased its Enterprise Products Partners (EPD) stake by 42% in Q1 2026, buying an estimated $240K and bringing the position to 23,112 shares worth $875K. The position accounts for 0.16% of the portfolio, ranked #54.

Heirloom Wealth Management first reported a position in EPD in Q4 2021 and has held it in 17 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Heirloom Wealth Management held 23,112 shares of Enterprise Products Partners worth $875K as of Q1 2026.
Heirloom Wealth Management bought 6,793 Enterprise Products Partners shares in Q1 2026, an estimated $240K.
Enterprise Products Partners made up 0.16% of Heirloom Wealth Management's portfolio in Q1 2026, its #54 holding.
Heirloom Wealth Management first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 17 quarters since.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.