RWMG
EPD icon

Redwood Wealth Management Group’s Enterprise Products Partners EPD Stock Holding History

Redwood Wealth Management Group’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
Q2 		– Sell
-17,130
Closed -$648K – 37
2026
Q1 		$648K Sell
17,130
-341
-2% -$12.1K 0.28% 73
2025
Q4 		$560K Sell
17,471
-926
-5% -$29.3K 0.23% 86
2025
Q3 		$575K Sell
18,397
-134
-0.7% -$4.23K 0.24% 85
2025
Q2 		$575K Buy
18,531
+676
+4% +$21.1K 0.26% 87
2025
Q1 		$610K Sell
17,855
-145
-0.8% -$4.83K 0.31% 73
2024
Q4 		$565K Buy
18,000
+95
+0.5% +$2.92K 0.28% 83
2024
Q3 		$521K Sell
17,905
-788
-4% -$23K 0.26% 84
2024
Q2 		$542K Buy
18,693
+207
+1% +$5.93K 0.41% 51
2024
Q1 		$539K Sell
18,486
-2,844
-13% -$78.1K 0.57% 51
2023
Q4 		$562K Sell
21,330
-319
-1% -$8.5K 0.62% 43
2023
Q3 		$593K Buy
21,649
+1,370
+7% +$36.6K 0.69% 42
2023
Q2 		$534K Buy
20,279
+44
+0.2% +$1.15K 0.59% 49
2023
Q1 		$524K Buy
20,235
+1,765
+10% +$45.3K 0.59% 51
2022
Q4 		$445K Buy
+18,470
New +$455K 0.56% 47

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AP
Americana Partners Houston, Texas $4.44B AUM 29.45% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Redwood Wealth Management Group's EPD Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 17,130 shares — an estimated $648K sold.

Redwood Wealth Management Group first reported a position in EPD in Q4 2022 and held it in 14 quarters. The position peaked at $648K in Q1 2026. 935 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 17,130 Enterprise Products Partners shares in Q2 2026, an estimated $648K.
  • Redwood Wealth Management Group first reported a position in Enterprise Products Partners in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Enterprise Products Partners position peaked at $648K in Q1 2026.
  • 935 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.