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Smart Money Group’s Enterprise Products Partners EPD Stock Holding History

Smart Money Group’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 		$1.05M Sell
27,740
-1,012
-4% -$35.8K 0.31% 47
2025
Q4 		$922K Sell
28,752
-1,112
-4% -$35.2K 0.27% 57
2025
Q3 		$934K Sell
29,864
-249
-0.8% -$7.86K 0.28% 53
2025
Q2 		$934K Buy
30,113
+1,166
+4% +$36.3K 0.29% 48
2025
Q1 		$988K Sell
28,947
-9,943
-26% -$331K 0.34% 31
2024
Q4 		$1.22M Buy
38,890
+6,500
+20% +$200K 0.42% 42
2024
Q3 		$928K Buy
32,390
+2,637
+9% +$77K 0.33% 48
2024
Q2 		$859K Buy
29,753
+3,593
+14% +$103K 0.31% 49
2024
Q1 		$735K Buy
26,160
+6,083
+30% +$167K 0.29% 49
2023
Q4 		$529K Buy
20,077
+1,604
+9% +$42.7K 0.23% 49
2023
Q3 		$506K Buy
18,473
+3,533
+24% +$94.5K 0.24% 47
2023
Q2 		$394K Buy
14,940
+2,723
+22% +$71.2K 0.19% 48
2023
Q1 		$321K Buy
12,217
+2,365
+24% +$60.8K 0.16% 42
2022
Q4 		$238K Buy
9,852
+664
+7% +$16.3K 0.12% 45
2022
Q3 		$218K Buy
9,188
+607
+7% +$15.7K 0.15% 40
2022
Q2 		$209K Buy
+8,581
New +$226K 0.15% 47

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Smart Money Group's EPD Position: Q1 2026 in Review

Smart Money Group reduced its Enterprise Products Partners (EPD) stake by 3.5% in Q1 2026, selling an estimated $35.8K and leaving 27,740 shares worth $1.05M. The position accounts for 0.31% of the portfolio, ranked #47.

Smart Money Group first reported a position in EPD in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.22M in Q4 2024. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Smart Money Group held 27,740 shares of Enterprise Products Partners worth $1.05M as of Q1 2026.
  • Smart Money Group sold 1,012 Enterprise Products Partners shares in Q1 2026, an estimated $35.8K.
  • Enterprise Products Partners made up 0.31% of Smart Money Group's portfolio in Q1 2026, its #47 holding.
  • Smart Money Group first reported a position in Enterprise Products Partners in Q2 2022 and has held it in 16 quarters since.
  • Smart Money Group's Enterprise Products Partners position peaked at $1.22M in Q4 2024.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.