MWM
EPD icon

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

Meridian 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 		$604K Sell
15,973
-726
-4% -$25.7K 0.02% 468
2025
Q4 		$535K Buy
16,699
+2,759
+20% +$87.2K 0.02% 487
2025
Q3 		$436K Buy
13,940
+950
+7% +$30K 0.02% 506
2025
Q2 		$403K Sell
12,990
-1,002
-7% -$31.2K 0.02% 500
2025
Q1 		$478K Buy
13,992
+1,045
+8% +$34.8K 0.02% 421
2024
Q4 		$406K Buy
12,947
+152
+1% +$4.67K 0.02% 456
2024
Q3 		$372K Buy
+12,795
New +$374K 0.02% 478
2024
Q2 		– Sell
-11,289
Closed -$329K – 361
2024
Q1 		$329K Buy
11,289
+300
+3% +$8.24K 0.05% 167
2023
Q4 		$290K Sell
10,989
-11,075
-50% -$295K 0.02% 507
2023
Q3 		$604K Buy
+22,064
New +$590K 0.04% 326
2022
Q4 		– Sell
-8,996
Closed -$214K – 532
2022
Q3 		$214K Buy
8,996
+400
+5% +$10.3K 0.02% 445
2022
Q2 		$209K Buy
+8,596
New +$226K 0.02% 510
2019
Q3 		– Sell
-6,101
Closed -$1.76K – 278
2019
Q2 		$1.76K Buy
+6,101
New +$176K 0.07% 218
2017
Q2 		– Sell
-9,384
Closed -$259K – 166
2017
Q1 		$259K Sell
9,384
-935
-9% -$26.1K 0.16% 134
2016
Q4 		$279K Buy
+10,319
New +$269K 0.22% 97

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

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

Meridian Wealth Management reduced its Enterprise Products Partners (EPD) stake by 4.3% in Q1 2026, selling an estimated $25.7K and leaving 15,973 shares worth $604K. The position accounts for 0.02% of the portfolio, ranked #468.

Meridian Wealth Management first reported a position in EPD in Q4 2016 and has held it in 15 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Meridian Wealth Management held 15,973 shares of Enterprise Products Partners worth $604K as of Q1 2026.
  • Meridian Wealth Management sold 726 Enterprise Products Partners shares in Q1 2026, an estimated $25.7K.
  • Enterprise Products Partners made up 0.02% of Meridian Wealth Management's portfolio in Q1 2026, its #468 holding.
  • Meridian Wealth Management first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 15 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.