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

Kingsview 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 		$1.72M Buy
45,376
+7,014
+18% +$248K 0.02% 539
2025
Q4 		$1.23M Buy
38,362
+723
+2% +$22.9K 0.02% 583
2025
Q3 		$1.18M Buy
37,639
+3,737
+11% +$118K 0.02% 569
2025
Q2 		$1.05M Buy
33,902
+862
+3% +$26.9K 0.02% 572
2025
Q1 		$1.13M Sell
33,040
-90
-0.3% -$3K 0.02% 516
2024
Q4 		$1.04M Sell
33,130
-206
-0.6% -$6.33K 0.02% 531
2024
Q3 		$970K Buy
33,336
+175
+0.5% +$5.11K 0.02% 539
2024
Q2 		$961K Buy
33,161
+249
+0.8% +$7.14K 0.02% 521
2024
Q1 		$960K Sell
32,912
-5,056
-13% -$139K 0.02% 509
2023
Q4 		$1M Sell
37,968
-582
-2% -$15.5K 0.03% 473
2023
Q3 		$1.06M Buy
38,550
+3,075
+9% +$82.3K 0.04% 415
2023
Q2 		$935K Sell
35,475
-530
-1% -$13.9K 0.04% 429
2023
Q1 		$933K Buy
36,005
+3,233
+10% +$83K 0.04% 424
2022
Q4 		$790K Sell
32,772
-4,378
-12% -$108K 0.03% 396
2022
Q3 		$883K Buy
37,150
+6,419
+21% +$166K 0.04% 352
2022
Q2 		$749K Buy
30,731
+7,536
+32% +$198K 0.04% 442
2022
Q1 		$599K Buy
23,195
+395
+2% +$9.59K 0.03% 533
2021
Q4 		$501K Sell
22,800
-748
-3% -$16.8K 0.02% 577
2021
Q3 		$510K Buy
23,548
+1,855
+9% +$42.1K 0.02% 540
2021
Q2 		$531K Sell
21,693
-1,700
-7% -$40.2K 0.03% 544
2021
Q1 		$521K Buy
23,393
+3,608
+18% +$79.3K 0.03% 499
2020
Q4 		$388K Sell
19,785
-3,275
-14% -$61K 0.03% 503
2020
Q3 		$364K Sell
23,060
-2,119
-8% -$37.1K 0.03% 437
2020
Q2 		$458K Sell
25,179
-227
-0.9% -$4.06K 0.05% 346
2020
Q1 		$363K Buy
25,406
+6,769
+36% +$157K 0.05% 308
2019
Q4 		$525K Buy
18,637
+3,262
+21% +$88.4K 0.07% 273
2019
Q3 		$439K Buy
15,375
+3,016
+24% +$87.8K 0.07% 281
2019
Q2 		$357K Buy
12,359
+1,940
+19% +$55.9K 0.06% 296
2019
Q1 		$303K Buy
+10,419
New +$291K 0.05% 356

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

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

Kingsview Wealth Management increased its Enterprise Products Partners (EPD) stake by 18% in Q1 2026, buying an estimated $248K and bringing the position to 45,376 shares worth $1.72M. The position accounts for 0.02% of the portfolio, ranked #539.

Kingsview Wealth Management first reported a position in EPD in Q1 2019 and has held it in 29 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Kingsview Wealth Management held 45,376 shares of Enterprise Products Partners worth $1.72M as of Q1 2026.
  • Kingsview Wealth Management bought 7,014 Enterprise Products Partners shares in Q1 2026, an estimated $248K.
  • Enterprise Products Partners made up 0.02% of Kingsview Wealth Management's portfolio in Q1 2026, its #539 holding.
  • Kingsview Wealth Management first reported a position in Enterprise Products Partners in Q1 2019 and has held it in 29 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.