Holistic Planning’s Enterprise Products Partners EPD Stock Holding History

Holistic Planning’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	$528K	Buy	13,957 +1	+0%	+$35	0.11%	173
2025 Q4	$447K	Hold	13,956	–	–	0.1%	175
2025 Q3	$436K	Buy	13,956 +3,204	+30%	+$101K	0.11%	144
2025 Q2	$333K	Buy	10,752 +188	+2%	+$5.86K	0.1%	161
2025 Q1	$361K	Buy	10,564 +1,841	+21%	+$61.3K	0.12%	121
2024 Q4	$274K	Hold	8,723	–	–	0.1%	141
2024 Q3	$254K	Buy	8,723 +628	+8%	+$18.3K	0.11%	134
2024 Q2	$236K	Hold	8,095	–	–	0.18%	103
2024 Q1	$236K	Sell	8,095 -484	-6%	-$13.3K	0.18%	103
2023 Q4	$226K	Buy	+8,579	New	+$229K	0.19%	110

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

Holistic Planning's EPD Position: Q1 2026 in Review

Holistic Planning increased its Enterprise Products Partners (EPD) stake by 0.01% in Q1 2026, buying an estimated $35 and bringing the position to 13,957 shares worth $528K. The position accounts for 0.11% of the portfolio, ranked #173.

Holistic Planning 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.

Holistic Planning held 13,957 shares of Enterprise Products Partners worth $528K as of Q1 2026.
Holistic Planning bought 1 Enterprise Products Partners share in Q1 2026, an estimated $35.
Enterprise Products Partners made up 0.11% of Holistic Planning's portfolio in Q1 2026, its #173 holding.
Holistic Planning 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 Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.