Meridian Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Meridian Wealth Advisors’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	$1.53M	Hold	40,448	–	–	0.2%	74
2025 Q4	$1.3M	Hold	40,448	–	–	0.18%	74
2025 Q3	$1.26M	Sell	40,448 -900	-2%	-$28.4K	0.18%	74
2025 Q2	$1.28M	Hold	41,348	–	–	0.2%	71
2025 Q1	$1.41M	Hold	41,348	–	–	0.24%	64
2024 Q4	$1.3M	Sell	41,348 -11,000	-21%	-$338K	0.21%	73
2024 Q3	$1.52M	Sell	52,348 -500	-0.9%	-$14.6K	0.25%	62
2024 Q2	$1.53M	Sell	52,848 -24	-0%	-$688	0.27%	62
2024 Q1	$1.54M	Sell	52,872 -376	-0.7%	-$10.3K	0.29%	64
2023 Q4	$1.4M	Buy	53,248 +9,777	+22%	+$260K	0.31%	64
2023 Q3	$1.19M	Buy	43,471 +223	+0.5%	+$5.96K	0.3%	68
2023 Q2	$1.14M	Hold	43,248	–	–	0.28%	72
2023 Q1	$1.12M	Hold	43,248	–	–	0.28%	71
2022 Q4	$1.04M	Hold	43,248	–	–	0.27%	74
2022 Q3	$1.03M	Buy	43,248 +610	+1%	+$15.7K	0.29%	72
2022 Q2	$1.04M	Hold	42,638	–	–	0.28%	76
2022 Q1	$1.1M	Buy	42,638 +4,945	+13%	+$120K	0.26%	79
2021 Q4	$828K	Sell	37,693 -5,513	-13%	-$124K	0.2%	95
2021 Q3	$935K	Buy	43,206 +1,096	+3%	+$24.9K	0.26%	82
2021 Q2	$1.02M	Buy	42,110 +1,840	+5%	+$43.6K	0.29%	77
2021 Q1	$887K	Buy	40,270 +4,727	+13%	+$104K	0.29%	73
2020 Q4	$696K	Sell	35,543 -1,000	-3%	-$18.6K	0.25%	84
2020 Q3	$577K	Sell	36,543 -4,000	-10%	-$70.1K	0.25%	86
2020 Q2	$737K	Sell	40,543 -2,624	-6%	-$46.9K	0.34%	65
2020 Q1	$617K	Sell	43,167 -207	-0.5%	-$4.81K	0.34%	63
2019 Q4	$1.22M	Buy	43,374 +1,010	+2%	+$27.4K	0.48%	38
2019 Q3	$1.21M	Buy	+42,364	New	+$1.23M	0.52%	37
2019 Q2	–	Hold	0	–	–	–	25
2019 Q1	–	Sell	-37,140	Closed	-$1.04M	–	25
2018 Q4	$913K	Buy	+37,140	New	+$994K	0.7%	27

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

Meridian Wealth Advisors's EPD Position: Q1 2026 in Review

Meridian Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 40,448 shares worth $1.53M. The position accounts for 0.2% of the portfolio, ranked #74.

Meridian Wealth Advisors first reported a position in EPD in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.54M in Q1 2024. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Meridian Wealth Advisors held 40,448 shares of Enterprise Products Partners worth $1.53M as of Q1 2026.
Meridian Wealth Advisors left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up 0.2% of Meridian Wealth Advisors's portfolio in Q1 2026, its #74 holding.
Meridian Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 28 quarters since.
Meridian Wealth Advisors's Enterprise Products Partners position peaked at $1.54M in Q1 2024.
1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Meridian Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.