S.A. Mason’s Enterprise Products Partners EPD Stock Holding History

S.A. Mason’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	$316K	Sell	8,357 -75	-0.9%	-$2.65K	0.12%	161
2025 Q4	$270K	Hold	8,432	–	–	0.11%	168
2025 Q3	$264K	Hold	8,432	–	–	0.12%	161
2025 Q2	$261K	Hold	8,432	–	–	0.13%	153
2025 Q1	$288K	Hold	8,432	–	–	0.15%	138
2024 Q4	$264K	Hold	8,432	–	–	0.14%	143
2024 Q3	$245K	Buy	8,432 +175	+2%	+$5.11K	0.13%	149
2024 Q2	$239K	Hold	8,257	–	–	0.14%	145
2024 Q1	$241K	Hold	8,257	–	–	0.14%	142
2023 Q4	$218K	Hold	8,257	–	–	0.15%	143
2023 Q3	$226K	Hold	8,257	–	–	0.16%	143
2023 Q2	$214K	Hold	8,257	–	–	0.16%	150
2023 Q1	$214K	Buy	8,257 +25	+0.3%	+$642	0.16%	150
2022 Q4	$199K	Sell	8,232 -800	-9%	-$19.7K	0.15%	148
2022 Q3	$215K	Hold	9,032	–	–	0.17%	139
2022 Q2	$220K	Hold	9,032	–	–	0.16%	143
2022 Q1	$233K	Hold	9,032	–	–	0.15%	145
2021 Q4	$198K	Sell	9,032 -1,385	-13%	-$31.1K	0.12%	160
2021 Q3	$225K	Hold	10,417	–	–	0.15%	149
2021 Q2	$251K	Hold	10,417	–	–	0.17%	144
2021 Q1	$229K	Sell	10,417 -900	-8%	-$19.8K	0.17%	146
2020 Q4	$222K	Hold	11,317	–	–	0.18%	136
2020 Q3	$179K	Hold	11,317	–	–	0.17%	139
2020 Q2	$206K	Sell	11,317 -1,000	-8%	-$17.9K	0.22%	116
2020 Q1	$176K	Sell	12,317 -2,000	-14%	-$46.5K	0.21%	114
2019 Q4	$403K	Buy	+14,317	New	+$388K	0.38%	81

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

S.A. Mason's EPD Position: Q1 2026 in Review

S.A. Mason reduced its Enterprise Products Partners (EPD) stake by 0.89% in Q1 2026, selling an estimated $2.65K and leaving 8,357 shares worth $316K. The position accounts for 0.12% of the portfolio, ranked #161.

S.A. Mason first reported a position in EPD in Q4 2019 and has held it in 26 quarters since. The position peaked at $403K in Q4 2019. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

S.A. Mason held 8,357 shares of Enterprise Products Partners worth $316K as of Q1 2026.
S.A. Mason sold 75 Enterprise Products Partners shares in Q1 2026, an estimated $2.65K.
Enterprise Products Partners made up 0.12% of S.A. Mason's portfolio in Q1 2026, its #161 holding.
S.A. Mason first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 26 quarters since.
S.A. Mason's Enterprise Products Partners position peaked at $403K in Q4 2019.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.