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

Palumbo 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 		$579K Hold
15,306
– – 0.14% 112
2025
Q4 		$491K Hold
15,306
– – 0.12% 125
2025
Q3 		$479K Hold
15,306
– – 0.15% 92
2025
Q2 		$475K Hold
15,306
– – 0.15% 107
2025
Q1 		$523K Hold
15,306
– – 0.17% 88
2024
Q4 		$480K Hold
15,306
– – 0.18% 88
2024
Q3 		$446K Hold
15,306
– – 0.17% 93
2024
Q2 		$444K Hold
15,306
– – 0.19% 84
2024
Q1 		$447K Hold
15,306
– – 0.2% 83
2023
Q4 		$403K Buy
+15,306
New +$408K 0.21% 85

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 $24.2B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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