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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.39M Sell
92,219
-3,170
-3% -$120K 0.03% 216
2026
Q1
$3.61M Buy
95,389
+15,492
+19% +$548K 0.04% 201
2025
Q4
$2.56M Buy
79,897
+93
+0.1% +$2.94K 0.03% 232
2025
Q3
$2.5M Buy
79,804
+1,108
+1% +$35K 0.03% 237
2025
Q2
$2.44M Buy
78,696
+417
+0.5% +$13K 0.03% 227
2025
Q1
$2.67M Buy
78,279
+44,685
+133% +$1.49M 0.03% 209
2024
Q4
$1.05M Sell
33,594
-544
-2% -$16.7K 0.01% 317
2024
Q3
$994K Buy
34,138
+824
+2% +$24.1K 0.01% 324
2024
Q2
$965K Hold
33,314
0.01% 306
2024
Q1
$972K Buy
33,314
+1,079
+3% +$29.6K 0.01% 309
2023
Q4
$849K Buy
32,235
+10,502
+48% +$280K 0.01% 310
2023
Q3
$595K Buy
21,733
+7,839
+56% +$210K 0.01% 238
2023
Q2
$366K Sell
13,894
-4,884
-26% -$128K 0.01% 258
2023
Q1
$486K Buy
18,778
+123
+0.7% +$3.16K 0.01% 172
2022
Q4
$476K Buy
18,655
+6,458
+53% +$159K 0.01% 174
2022
Q3
$290K Buy
12,197
+476
+4% +$12.3K 0.02% 201
2022
Q2
$286K Buy
11,721
+200
+2% +$5.26K 0.02% 198
2022
Q1
$297K Hold
11,521
0.02% 207
2021
Q4
$253K Hold
11,521
0.02% 228
2021
Q3
$249K Sell
11,521
-1,200
-9% -$27.3K 0.02% 224
2021
Q2
$307K Hold
12,721
0.02% 203
2021
Q1
$280K Hold
12,721
0.02% 205
2020
Q4
$249K Hold
12,721
0.02% 208
2020
Q3
$201K Sell
12,721
-844
-6% -$14.8K 0.02% 209
2020
Q2
$246K Hold
13,565
0.03% 190
2020
Q1
$194K Sell
13,565
-5,320
-28% -$124K 0.03% 193
2019
Q4
$532K Buy
18,885
+2,220
+13% +$60.2K 0.05% 162
2019
Q3
$476K Sell
16,665
-2,800
-14% -$81.5K 0.05% 164
2019
Q2
$562K Sell
19,465
-3,222
-14% -$92.8K 0.06% 154
2019
Q1
$660K Buy
22,687
+3,000
+15% +$83.8K 0.08% 143
2018
Q4
$484K Buy
19,687
+2,680
+16% +$71.7K 0.06% 150
2018
Q3
$489K Buy
17,007
+878
+5% +$25.4K 0.05% 148
2018
Q2
$446K Buy
16,129
+13,169
+445% +$360K 0.05% 163
2018
Q1
$72K Buy
+2,960
New +$78.8K 0.01% 298

Other funds holding EPD

RWA Wealth Partners's EPD Position: Q2 2026 in Review

RWA Wealth Partners reduced its Enterprise Products Partners (EPD) stake by 3.3% in Q2 2026, selling an estimated $120K and leaving 92,219 shares worth $3.39M. The position accounts for 0.03% of the portfolio, ranked #216.

RWA Wealth Partners first reported a position in EPD in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.61M in Q1 2026. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • RWA Wealth Partners held 92,219 shares of Enterprise Products Partners worth $3.39M as of Q2 2026.
  • RWA Wealth Partners sold 3,170 Enterprise Products Partners shares in Q2 2026, an estimated $120K.
  • Enterprise Products Partners made up 0.03% of RWA Wealth Partners's portfolio in Q2 2026, its #216 holding.
  • RWA Wealth Partners first reported a position in Enterprise Products Partners in Q1 2018 and has held it in 34 quarters since.
  • RWA Wealth Partners's Enterprise Products Partners position peaked at $3.61M in Q1 2026.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.