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Kohmann Bosshard Financial Services’s Enterprise Products Partners EPD Stock Holding History

Kohmann Bosshard Financial Services’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
-3,300
Closed -$106K – 330
2025
Q4 		$106K Buy
+3,300
New +$104K 0.01% 390
2025
Q1 		– Sell
-2,900
Closed -$90.9K – 437
2024
Q4 		$90.9K Buy
+2,900
New +$89.1K 0.01% 266

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Morgan Stanley
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Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Kohmann Bosshard Financial Services's EPD Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Enterprise Products Partners (EPD) in Q1 2026, closing a stake of 3,300 shares — an estimated $106K sold.

Kohmann Bosshard Financial Services first reported a position in EPD in Q4 2024 and held it in 2 quarters. The position peaked at $106K in Q4 2025. 1,615 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Enterprise Products Partners position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 3,300 Enterprise Products Partners shares in Q1 2026, an estimated $106K.
  • Kohmann Bosshard Financial Services first reported a position in Enterprise Products Partners in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Enterprise Products Partners position peaked at $106K in Q4 2025.
  • 1,615 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.