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

Insight Wealth Partners’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	$327K	Buy	8,645 +481	+6%	+$17K	0.05%	94
2025 Q4	$262K	Buy	8,164 +450	+6%	+$14.2K	0.04%	100
2025 Q3	$241K	Buy	7,714 +1,150	+18%	+$36.3K	0.07%	104
2025 Q2	$204K	Buy	+6,564	New	+$204K	0.08%	106

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

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

Insight Wealth Partners increased its Enterprise Products Partners (EPD) stake by 5.9% in Q1 2026, buying an estimated $17K and bringing the position to 8,645 shares worth $327K. The position accounts for 0.05% of the portfolio, ranked #94.

Insight Wealth Partners first reported a position in EPD in Q2 2025 and has held it in 4 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Insight Wealth Partners held 8,645 shares of Enterprise Products Partners worth $327K as of Q1 2026.
Insight Wealth Partners bought 481 Enterprise Products Partners shares in Q1 2026, an estimated $17K.
Enterprise Products Partners made up 0.05% of Insight Wealth Partners's portfolio in Q1 2026, its #94 holding.
Insight Wealth Partners first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 4 quarters since.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.