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

Mindset 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 		$259K Hold
6,846
– – 0.07% 139
2025
Q4 		$219K Hold
6,846
– – 0.06% 164
2025
Q3 		$214K Buy
+6,846
New +$216K 0.06% 162

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

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

Mindset Wealth Management held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 6,846 shares worth $259K. The position accounts for 0.07% of the portfolio, ranked #139.

Mindset Wealth Management first reported a position in EPD in Q3 2025 and has held it in 3 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Mindset Wealth Management held 6,846 shares of Enterprise Products Partners worth $259K as of Q1 2026.
  • Mindset Wealth Management left its Enterprise Products Partners share count unchanged in Q1 2026.
  • Enterprise Products Partners made up 0.07% of Mindset Wealth Management's portfolio in Q1 2026, its #139 holding.
  • Mindset Wealth Management first reported a position in Enterprise Products Partners in Q3 2025 and has held it in 3 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.