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

HighMark 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	–	Sell	-116	Closed	-$3.73K	–	565
2025 Q4	$3.73K	Hold	116	–	–	﹤0.01%	435
2025 Q3	$3.64K	Sell	116 -317	-73%	-$10K	﹤0.01%	436
2025 Q2	$13.4K	Hold	433	–	–	0.01%	269
2025 Q1	$14.8K	Buy	433 +2	+0.5%	+$67	0.01%	233
2024 Q4	$13.5K	Buy	431 +1	+0.2%	+$31	0.01%	247
2024 Q3	$12.5K	Buy	430 +2	+0.5%	+$58	0.01%	257
2024 Q2	$12.4K	Buy	428 +319	+293%	+$9.15K	0.01%	249
2024 Q1	$3.17K	Buy	109 +2	+2%	+$55	﹤0.01%	418
2023 Q4	$2.81K	Buy	107 +2	+2%	+$53	﹤0.01%	436
2023 Q3	$2.86K	Buy	105 +2	+2%	+$53	﹤0.01%	417
2023 Q2	$2.71K	Buy	+103	New	+$2.69K	﹤0.01%	427

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

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

HighMark Wealth Management sold out of Enterprise Products Partners (EPD) in Q1 2026, closing a stake of 116 shares — an estimated $3.73K sold.

HighMark Wealth Management first reported a position in EPD in Q2 2023 and held it in 11 quarters. The position peaked at $14.8K in Q1 2025. 1,612 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

HighMark Wealth Management reported no remaining Enterprise Products Partners position as of Q1 2026 after selling out during the quarter.
HighMark Wealth Management sold 116 Enterprise Products Partners shares in Q1 2026, an estimated $3.73K.
HighMark Wealth Management first reported a position in Enterprise Products Partners in Q2 2023 and held it in 11 quarters.
HighMark Wealth Management's Enterprise Products Partners position peaked at $14.8K in Q1 2025.
1,612 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on HighMark Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.