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

Lyell 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 		$287K Buy
+7,589
New +$269K 0.02% 186
2025
Q4 		– Sell
-7,589
Closed -$237K – 215
2025
Q3 		$237K Hold
7,589
– – 0.02% 197
2025
Q2 		$235K Hold
7,589
– – 0.02% 200
2025
Q1 		$259K Hold
7,589
– – 0.02% 180
2024
Q4 		$238K Hold
7,589
– – 0.02% 187
2024
Q3 		$221K Hold
7,589
– – 0.02% 198
2024
Q2 		$220K Hold
7,589
– – 0.02% 190
2024
Q1 		$221K Buy
+7,589
New +$208K 0.02% 189
2023
Q4 		– Sell
-7,589
Closed -$208K – 197
2023
Q3 		$208K Buy
+7,589
New +$203K 0.03% 175
2022
Q2 		– Sell
-7,589
Closed -$196K – 196
2022
Q1 		$196K Buy
+7,589
New +$184K 0.03% 191
2020
Q4 		– Sell
-10,714
Closed -$169K – 159
2020
Q3 		$169K Sell
10,714
-2,800
-21% -$49.1K 0.03% 133
2020
Q2 		$246K Sell
13,514
-8,618
-39% -$154K 0.05% 111
2020
Q1 		$316K Sell
22,132
-2,820
-11% -$65.5K 0.09% 94
2019
Q4 		$703K Buy
24,952
+48
+0.2% +$1.3K 0.19% 76
2019
Q3 		$712K Sell
24,904
-200
-0.8% -$5.82K 0.21% 74
2019
Q2 		$725K Hold
25,104
– – 0.22% 79
2019
Q1 		$731K Hold
25,104
– – 0.24% 78
2018
Q4 		$617K Sell
25,104
-1,030
-4% -$27.6K 0.26% 75
2018
Q3 		$751K Sell
26,134
-2,000
-7% -$57.8K 0.25% 76
2018
Q2 		$778K Buy
28,134
+1,030
+4% +$28.2K 0.28% 75
2018
Q1 		$664K Buy
+27,104
New +$722K 0.25% 79

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

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

Lyell Wealth Management opened a new position in Enterprise Products Partners (EPD) in Q1 2026: 7,589 shares worth $287K. The stake represents 0.02% of the portfolio and ranks #186 among its holdings. This is a return to the name: Lyell Wealth Management previously reported a position in EPD as recently as Q3 2025.

Lyell Wealth Management first reported a position in EPD in Q1 2018 and has held it in 21 quarters since. The position peaked at $778K in Q2 2018. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Lyell Wealth Management held 7,589 shares of Enterprise Products Partners worth $287K as of Q1 2026.
  • Enterprise Products Partners was a new Lyell Wealth Management position in Q1 2026.
  • Enterprise Products Partners made up 0.02% of Lyell Wealth Management's portfolio in Q1 2026, its #186 holding.
  • Lyell Wealth Management first reported a position in Enterprise Products Partners in Q1 2018 and has held it in 21 quarters since.
  • Lyell Wealth Management's Enterprise Products Partners position peaked at $778K in Q2 2018.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.