Redwood Family Wealth’s Enterprise Products Partners EPD Stock Holding History

Redwood Family Wealth’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	–	Sell	-9,810	Closed	-$315K	–	106
2025 Q4	$315K	Buy	+9,810	New	+$310K	0.31%	66

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Redwood Family Wealth's EPD Position: Q1 2026 in Review

Redwood Family Wealth sold out of Enterprise Products Partners (EPD) in Q1 2026, closing a stake of 9,810 shares — an estimated $315K sold.

Redwood Family Wealth first reported a position in EPD in Q4 2025 and held it in 1 quarter. The position peaked at $315K in Q4 2025. 1,612 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Redwood Family Wealth reported no remaining Enterprise Products Partners position as of Q1 2026 after selling out during the quarter.
Redwood Family Wealth sold 9,810 Enterprise Products Partners shares in Q1 2026, an estimated $315K.
Redwood Family Wealth first reported a position in Enterprise Products Partners in Q4 2025 and held it in 1 quarter.
Redwood Family Wealth's Enterprise Products Partners position peaked at $315K in Q4 2025.
1,612 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Redwood Family Wealth's 13F filing for Q1 2026, filed 14 May 2026.