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

Sagespring Wealth 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	$834K	Sell	22,036 -1,120	-5%	-$39.6K	0.02%	368
2025 Q4	$742K	Sell	23,156 -125	-0.5%	-$3.95K	0.01%	373
2025 Q3	$728K	Buy	23,281 +877	+4%	+$27.7K	0.01%	371
2025 Q2	$695K	Buy	22,404 +313	+1%	+$9.75K	0.02%	359
2025 Q1	$754K	Buy	22,091 +1,028	+5%	+$34.2K	0.02%	297
2024 Q4	$661K	Buy	+21,063	New	+$647K	0.02%	289

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Sagespring Wealth Partners's EPD Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Enterprise Products Partners (EPD) stake by 4.8% in Q1 2026, selling an estimated $39.6K and leaving 22,036 shares worth $834K. The position accounts for 0.02% of the portfolio, ranked #368.

Sagespring Wealth Partners first reported a position in EPD in Q4 2024 and has held it in 6 quarters since. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Sagespring Wealth Partners held 22,036 shares of Enterprise Products Partners worth $834K as of Q1 2026.
Sagespring Wealth Partners sold 1,120 Enterprise Products Partners shares in Q1 2026, an estimated $39.6K.
Enterprise Products Partners made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #368 holding.
Sagespring Wealth Partners first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 6 quarters since.
1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.