Maia Wealth’s Enterprise Products Partners EPD Stock Holding History

Maia 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 Q3	$789K	Buy	22,158 +1,511	+7%	+$57.7K	0.11%	173
2026 Q2	$759K	Sell	20,647 -651	-3%	-$24.6K	0.11%	173
2026 Q1	$806K	Sell	21,298 -1,642	-7%	-$58.1K	0.14%	164
2025 Q4	$813K	Buy	22,940 +12,153	+113%	+$384K	0.14%	165
2025 Q3	$337K	Sell	10,787 -2,041	-16%	-$64.4K	0.06%	259
2025 Q2	$398K	Buy	12,828 +3,324	+35%	+$104K	0.08%	222
2025 Q1	$288K	Sell	9,504 -878	-8%	-$29.2K	0.07%	238
2024 Q4	$347K	Buy	10,382 +2,642	+34%	+$81.2K	0.07%	205
2024 Q3	$225K	Buy	7,740 +105	+1%	+$3.07K	0.06%	231
2024 Q2	$226K	Buy	+7,635	New	+$219K	0.07%	201

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return

Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

Ensign Peak Advisors Salt Lake City, Utah $60.6B AUM 33.98% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Maia Wealth's EPD Position: Q3 2026 in Review

Maia Wealth increased its Enterprise Products Partners (EPD) stake by 7.3% in Q3 2026, buying an estimated $57.7K and bringing the position to 22,158 shares worth $789K. The position accounts for 0.11% of the portfolio, ranked #173.

Maia Wealth first reported a position in EPD in Q2 2024 and has held it in 10 quarters since. The position peaked at $813K in Q4 2025. 1,331 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Maia Wealth held 22,158 shares of Enterprise Products Partners worth $789K as of Q3 2026.
Maia Wealth bought 1,511 Enterprise Products Partners shares in Q3 2026, an estimated $57.7K.
Enterprise Products Partners made up 0.11% of Maia Wealth's portfolio in Q3 2026, its #173 holding.
Maia Wealth first reported a position in Enterprise Products Partners in Q2 2024 and has held it in 10 quarters since.
Maia Wealth's Enterprise Products Partners position peaked at $813K in Q4 2025.
1,331 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.