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M Holdings Securities’s Enterprise Products Partners EPD Stock Holding History

M Holdings Securities’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
2023
Q2 		– Sell
-17,794
Closed -$461K – 283
2023
Q1 		$461K Buy
+17,794
New +$457K 0.05% 282

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

M Holdings Securities's EPD Position: Q1 2026 in Review

M Holdings Securities reduced its Enterprise Products Partners (EPD) stake by 59% in Q1 2026, selling an estimated $714K and leaving 14,202 shares worth $537K. The position accounts for 0.04% of the portfolio, ranked #246.

M Holdings Securities first reported a position in EPD in Q3 2014 and has held it in 12 quarters since. The position peaked at $1.1M in Q4 2025. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • M Holdings Securities held 14,202 shares of Enterprise Products Partners worth $537K as of Q1 2026.
  • M Holdings Securities sold 20,185 Enterprise Products Partners shares in Q1 2026, an estimated $714K.
  • Enterprise Products Partners made up 0.04% of M Holdings Securities's portfolio in Q1 2026, its #246 holding.
  • M Holdings Securities first reported a position in Enterprise Products Partners in Q3 2014 and has held it in 12 quarters since.
  • M Holdings Securities's Enterprise Products Partners position peaked at $1.1M in Q4 2025.
  • 1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.