Sendero Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Sendero Wealth Management’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	$258K	Sell	6,827 -1,000	-13%	-$35.4K	0.03%	188
2025 Q4	$251K	Buy	7,827 +1,000	+15%	+$31.6K	0.03%	185
2025 Q3	$213K	Sell	6,827 -7,368	-52%	-$232K	0.03%	185
2025 Q2	$440K	Hold	14,195	–	–	0.05%	156
2025 Q1	$485K	Hold	14,195	–	–	0.07%	140
2024 Q4	$445K	Buy	14,195 +5,000	+54%	+$154K	0.07%	135
2024 Q3	$268K	Buy	9,195 +827	+10%	+$24.2K	0.04%	151
2024 Q2	$243K	Hold	8,368	–	–	0.04%	151
2024 Q1	$244K	Hold	8,368	–	–	0.04%	149
2023 Q4	$220K	Hold	8,368	–	–	0.04%	144
2023 Q3	$229K	Hold	8,368	–	–	0.05%	147
2023 Q2	$220K	Buy	+8,368	New	+$219K	0.05%	144

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

Sendero Wealth Management's EPD Position: Q1 2026 in Review

Sendero Wealth Management reduced its Enterprise Products Partners (EPD) stake by 13% in Q1 2026, selling an estimated $35.4K and leaving 6,827 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #188.

Sendero Wealth Management first reported a position in EPD in Q2 2023 and has held it in 12 quarters since. The position peaked at $485K in Q1 2025. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Sendero Wealth Management held 6,827 shares of Enterprise Products Partners worth $258K as of Q1 2026.
Sendero Wealth Management sold 1,000 Enterprise Products Partners shares in Q1 2026, an estimated $35.4K.
Enterprise Products Partners made up 0.03% of Sendero Wealth Management's portfolio in Q1 2026, its #188 holding.
Sendero Wealth Management first reported a position in Enterprise Products Partners in Q2 2023 and has held it in 12 quarters since.
Sendero Wealth Management's Enterprise Products Partners position peaked at $485K in Q1 2025.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.