Root Financial Partners’s Enterprise Products Partners EPD Stock Holding History

Root Financial 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	$1.2M	Sell	31,633 -45	-0.1%	-$1.59K	0.06%	90
2025 Q4	$1.02M	Sell	31,678 -631	-2%	-$20K	0.05%	96
2025 Q3	$1.01M	Buy	32,309 +1,970	+6%	+$62.1K	0.06%	86
2025 Q2	$941K	Sell	30,339 -1,249	-4%	-$38.9K	0.09%	76
2025 Q1	$1.08M	Buy	31,588 +1,187	+4%	+$39.5K	0.11%	65
2024 Q4	$953K	Buy	30,401 +2,869	+10%	+$88.1K	0.12%	61
2024 Q3	$801K	Buy	+27,532	New	+$804K	0.13%	60

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

Root Financial Partners's EPD Position: Q1 2026 in Review

Root Financial Partners reduced its Enterprise Products Partners (EPD) stake by 0.14% in Q1 2026, selling an estimated $1.59K and leaving 31,633 shares worth $1.2M. The position accounts for 0.06% of the portfolio, ranked #90.

Root Financial Partners first reported a position in EPD in Q3 2024 and has held it in 7 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Root Financial Partners held 31,633 shares of Enterprise Products Partners worth $1.2M as of Q1 2026.
Root Financial Partners sold 45 Enterprise Products Partners shares in Q1 2026, an estimated $1.59K.
Enterprise Products Partners made up 0.06% of Root Financial Partners's portfolio in Q1 2026, its #90 holding.
Root Financial Partners first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 7 quarters since.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.