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Journey Strategic Wealth’s Enterprise Products Partners EPD Stock Holding History

Journey Strategic Wealth’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 		$325K Sell
8,585
-1,446
-14% -$51.2K 0.01% 506
2025
Q4 		$322K Sell
10,031
-1,737
-15% -$54.9K 0.01% 483
2025
Q3 		$368K Hold
11,768
– – 0.01% 388
2025
Q2 		$365K Sell
11,768
-5,438
-32% -$169K 0.01% 372
2025
Q1 		$587K Sell
17,206
-1,066
-6% -$35.5K 0.02% 201
2024
Q4 		$573K Buy
18,272
+334
+2% +$10.3K 0.02% 193
2024
Q3 		$522K Buy
17,938
+10,010
+126% +$292K 0.02% 209
2024
Q2 		$230K Buy
7,928
+1,000
+14% +$28.7K 0.01% 327
2024
Q1 		$202K Sell
6,928
-6,416
-48% -$176K 0.01% 287
2023
Q4 		$352K Buy
13,344
+2,500
+23% +$66.6K 0.02% 122
2023
Q3 		$297K Hold
10,844
– – 0.01% 116
2023
Q2 		$286K Buy
10,844
+80
+0.7% +$2.09K 0.01% 126
2023
Q1 		$279K Sell
10,764
-485
-4% -$12.5K 0.03% 167
2022
Q4 		$271K Buy
11,249
+2,409
+27% +$59.3K 0.03% 156
2022
Q3 		$210K Buy
+8,840
New +$228K 0.03% 148

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Journey Strategic Wealth's EPD Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Enterprise Products Partners (EPD) stake by 14% in Q1 2026, selling an estimated $51.2K and leaving 8,585 shares worth $325K. The position accounts for 0.01% of the portfolio, ranked #506.

Journey Strategic Wealth first reported a position in EPD in Q3 2022 and has held it in 15 quarters since. The position peaked at $587K in Q1 2025. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Journey Strategic Wealth held 8,585 shares of Enterprise Products Partners worth $325K as of Q1 2026.
  • Journey Strategic Wealth sold 1,446 Enterprise Products Partners shares in Q1 2026, an estimated $51.2K.
  • Enterprise Products Partners made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #506 holding.
  • Journey Strategic Wealth first reported a position in Enterprise Products Partners in Q3 2022 and has held it in 15 quarters since.
  • Journey Strategic Wealth's Enterprise Products Partners position peaked at $587K in Q1 2025.
  • 1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

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