Obermeyer Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Obermeyer 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	$1.71M	Buy	45,272 +2,500	+6%	+$88.5K	0.08%	86
2025 Q4	$1.37M	Hold	42,772	–	–	0.06%	93
2025 Q3	$1.34M	Hold	42,772	–	–	0.06%	93
2025 Q2	$1.33M	Sell	42,772 -22,881	-35%	-$713K	0.07%	89
2025 Q1	$2.24M	Buy	65,653 +15,119	+30%	+$504K	0.12%	63
2024 Q4	$1.58M	Sell	50,534 -4,761	-9%	-$146K	0.08%	79
2024 Q3	$1.61M	Sell	55,295 -1,310	-2%	-$38.3K	0.09%	82
2024 Q2	$1.64M	Hold	56,605	–	–	0.09%	80
2024 Q1	$1.65M	Buy	56,605 +1,451	+3%	+$39.8K	0.1%	75
2023 Q4	$1.45M	Buy	55,154 +620	+1%	+$16.5K	0.1%	59
2023 Q3	$1.49M	Sell	54,534 -150	-0.3%	-$4.01K	0.11%	55
2023 Q2	$1.44M	Sell	54,684 -3,323	-6%	-$86.9K	0.1%	58
2023 Q1	$1.5M	Sell	58,007 -2,723	-4%	-$69.9K	0.11%	61
2022 Q4	$1.47M	Buy	60,730 +576	+1%	+$14.2K	0.11%	61
2022 Q3	$1.43M	Hold	60,154	–	–	0.12%	59
2022 Q2	$1.47M	Sell	60,154 -6,616	-10%	-$174K	0.11%	59
2022 Q1	$1.72M	Hold	66,770	–	–	0.1%	57
2021 Q4	$1.47M	Sell	66,770 -5,242	-7%	-$118K	0.08%	60
2021 Q3	$1.56M	Sell	72,012 -225	-0.3%	-$5.11K	0.09%	55
2021 Q2	$1.74M	Buy	72,237 +2,586	+4%	+$61.2K	0.1%	57
2021 Q1	$1.53M	Sell	69,651 -20,314	-23%	-$447K	0.09%	59
2020 Q4	$1.76M	Sell	89,965 -18,781	-17%	-$350K	0.12%	48
2020 Q3	$1.72M	Sell	108,746 -10,167	-9%	-$178K	0.13%	46
2020 Q2	$2.16M	Sell	118,913 -2,244	-2%	-$40.1K	0.18%	40
2020 Q1	$1.73M	Sell	121,157 -11,243	-8%	-$261K	0.19%	42
2019 Q4	$3.73M	Sell	132,400 -1,615	-1%	-$43.8K	0.33%	37
2019 Q3	$3.83M	Sell	134,015 -33,647	-20%	-$980K	0.35%	38
2019 Q2	$4.84M	Sell	167,662 -6,641	-4%	-$191K	0.44%	36
2019 Q1	$5.07M	Sell	174,303 -1,379	-0.8%	-$38.5K	0.48%	34
2018 Q4	$4.32M	Sell	175,682 -6,180	-3%	-$165K	0.44%	34
2018 Q3	$5.22M	Sell	181,862 -12,928	-7%	-$374K	0.44%	33
2018 Q2	$5.39M	Sell	194,790 -470	-0.2%	-$12.9K	0.48%	33
2018 Q1	$4.78M	Sell	195,260 -7,100	-4%	-$189K	0.43%	32
2017 Q4	$5.37M	Sell	202,360 -1,250	-0.6%	-$31.6K	0.47%	36
2017 Q3	$5.31M	Sell	203,610 -2,750	-1%	-$72.7K	0.46%	36
2017 Q2	$5.59M	Sell	206,360 -350	-0.2%	-$9.48K	0.5%	38
2017 Q1	$5.71M	Buy	206,710 +6,460	+3%	+$180K	0.53%	35
2016 Q4	$5.42M	Sell	200,250 -1,439	-0.7%	-$37.5K	0.52%	35
2016 Q3	$5.57M	Sell	201,689 -54,395	-21%	-$1.5M	0.53%	36
2016 Q2	$7.49M	Buy	256,084 +5,772	+2%	+$155K	0.75%	32
2016 Q1	$6.16M	Sell	250,312 -2,382	-0.9%	-$55.5K	0.57%	33
2015 Q4	$6.46M	Hold	252,694	–	–	0.59%	32
2015 Q3	$6.29M	Hold	252,694	–	–	0.66%	33
2015 Q2	$7.55M	Sell	252,694 -250	-0.1%	-$8.18K	0.64%	38
2015 Q1	$8.33M	Sell	252,944 -7,976	-3%	-$267K	0.68%	48
2014 Q4	$9.42M	Buy	260,920 +248,608	+2,019%	+$9.19M	0.85%	45
2014 Q3	$496K	Hold	12,312	–	–	0.12%	40
2014 Q2	$482K	Hold	12,312	–	–	0.12%	41
2014 Q1	$427K	Hold	12,312	–	–	0.11%	41
2013 Q4	$408K	Buy	12,312 +1,000	+9%	+$31.2K	0.1%	43
2013 Q3	$345K	Hold	11,312	–	–	0.1%	44
2013 Q2	$352K	Buy	+11,312	New	+$343K	0.1%	46

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

Obermeyer Wealth Partners's EPD Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its Enterprise Products Partners (EPD) stake by 5.8% in Q1 2026, buying an estimated $88.5K and bringing the position to 45,272 shares worth $1.71M. The position accounts for 0.08% of the portfolio, ranked #86.

Obermeyer Wealth Partners first reported a position in EPD in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.42M in Q4 2014. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Obermeyer Wealth Partners held 45,272 shares of Enterprise Products Partners worth $1.71M as of Q1 2026.
Obermeyer Wealth Partners bought 2,500 Enterprise Products Partners shares in Q1 2026, an estimated $88.5K.
Enterprise Products Partners made up 0.08% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #86 holding.
Obermeyer Wealth Partners first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 52 quarters since.
Obermeyer Wealth Partners's Enterprise Products Partners position peaked at $9.42M in Q4 2014.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.