Simplicity Wealth’s Enterprise Products Partners EPD Stock Holding History

Simplicity Wealth’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	$241K	Buy	6,369 +25	+0.4%	+$885	0.01%	668
2025 Q4	$203K	Buy	+6,344	New	+$201K	0.01%	675
2025 Q3	–	Sell	-7,486	Closed	-$232K	–	722
2025 Q2	$232K	Hold	7,486	–	–	0.01%	553
2025 Q1	$256K	Buy	+7,486	New	+$249K	0.02%	458
2024 Q3	–	Sell	-21,009	Closed	-$609K	–	702
2024 Q2	$609K	Buy	21,009 +160	+0.8%	+$4.59K	0.01%	680
2024 Q1	$608K	Buy	+20,849	New	+$572K	0.01%	667

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

Simplicity Wealth's EPD Position: Q1 2026 in Review

Simplicity Wealth increased its Enterprise Products Partners (EPD) stake by 0.39% in Q1 2026, buying an estimated $885 and bringing the position to 6,369 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #668.

Simplicity Wealth first reported a position in EPD in Q1 2024 and has held it in 6 quarters since. The position peaked at $609K in Q2 2024. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Simplicity Wealth held 6,369 shares of Enterprise Products Partners worth $241K as of Q1 2026.
Simplicity Wealth bought 25 Enterprise Products Partners shares in Q1 2026, an estimated $885.
Enterprise Products Partners made up 0.01% of Simplicity Wealth's portfolio in Q1 2026, its #668 holding.
Simplicity Wealth first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 6 quarters since.
Simplicity Wealth's Enterprise Products Partners position peaked at $609K in Q2 2024.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.