Morey & Quinn Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Morey & Quinn Wealth Partners’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	$2.26M	Sell	59,738 -340	-0.6%	-$12K	1.61%	14
2025 Q4	$1.93M	Sell	60,078 -2,000	-3%	-$63.2K	1.38%	16
2025 Q3	$1.94M	Sell	62,078 -320	-0.5%	-$10.1K	1.43%	16
2025 Q2	$1.93M	Sell	62,398 -4,625	-7%	-$144K	1.55%	15
2025 Q1	$2.29M	Buy	67,023 +2,125	+3%	+$70.8K	1.89%	12
2024 Q4	$2.04M	Buy	+64,898	New	+$1.99M	1.73%	13

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 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

Morey & Quinn Wealth Partners's EPD Position: Q1 2026 in Review

Morey & Quinn Wealth Partners reduced its Enterprise Products Partners (EPD) stake by 0.57% in Q1 2026, selling an estimated $12K and leaving 59,738 shares worth $2.26M. The position accounts for 1.61% of the portfolio, ranked #14.

Morey & Quinn Wealth Partners first reported a position in EPD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.29M in Q1 2025. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Morey & Quinn Wealth Partners held 59,738 shares of Enterprise Products Partners worth $2.26M as of Q1 2026.
Morey & Quinn Wealth Partners sold 340 Enterprise Products Partners shares in Q1 2026, an estimated $12K.
Enterprise Products Partners made up 1.61% of Morey & Quinn Wealth Partners's portfolio in Q1 2026, its #14 holding.
Morey & Quinn Wealth Partners first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 6 quarters since.
Morey & Quinn Wealth Partners's Enterprise Products Partners position peaked at $2.29M in Q1 2025.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Morey & Quinn Wealth Partners's 13F filing for Q1 2026, filed 22 Apr 2026.