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

Spire 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
Q2 		$948K Sell
25,786
-925
-3% -$34.9K 0.03% 402
2026
Q1 		$1.01M Buy
26,711
+1,058
+4% +$37.4K 0.03% 380
2025
Q4 		$822K Sell
25,653
-1,521
-6% -$48.1K 0.03% 432
2025
Q3 		$850K Buy
27,174
+1,120
+4% +$35.3K 0.03% 405
2025
Q2 		$808K Sell
26,054
-29,220
-53% -$910K 0.03% 397
2025
Q1 		$1.89M Buy
55,274
+26,498
+92% +$882K 0.06% 277
2024
Q4 		$902K Sell
28,776
-458
-2% -$14.1K 0.03% 418
2024
Q3 		$851K Sell
29,234
-2,521
-8% -$73.6K 0.03% 405
2024
Q2 		$920K Sell
31,755
-13,927
-30% -$399K 0.03% 357
2024
Q1 		$1.33M Sell
45,682
-72
-0.2% -$1.98K 0.02% 311
2023
Q4 		$1.23M Sell
45,754
-871
-2% -$23.2K 0.04% 321
2023
Q3 		$1.28M Buy
46,625
+5,105
+12% +$137K 0.05% 284
2023
Q2 		$1.09M Sell
41,520
-2,431
-6% -$63.5K 0.04% 335
2023
Q1 		$1.14M Buy
43,951
+14,324
+48% +$368K 0.04% 324
2022
Q4 		$715K Sell
29,627
-1,666
-5% -$41K 0.04% 286
2022
Q3 		$744K Sell
31,293
-16,915
-35% -$436K 0.05% 265
2022
Q2 		$1.18M Sell
48,208
-11,528
-19% -$303K 0.05% 297
2022
Q1 		$1.54M Sell
59,736
-69,554
-54% -$1.69M 0.04% 312
2021
Q4 		$2.84M Buy
129,290
+71,120
+122% +$1.6M 0.06% 258
2021
Q3 		$1.26M Buy
58,170
+452
+0.8% +$10.3K 0.03% 362
2021
Q2 		$1.39M Sell
57,718
-55,880
-49% -$1.32M 0.04% 348
2021
Q1 		$2.52M Buy
+113,598
New +$2.5M 0.07% 239

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Spire Wealth Management's EPD Position: Q2 2026 in Review

Spire Wealth Management reduced its Enterprise Products Partners (EPD) stake by 3.5% in Q2 2026, selling an estimated $34.9K and leaving 25,786 shares worth $948K. The position accounts for 0.03% of the portfolio, ranked #402.

Spire Wealth Management first reported a position in EPD in Q1 2021 and has held it in 22 quarters since. The position peaked at $2.84M in Q4 2021. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Spire Wealth Management held 25,786 shares of Enterprise Products Partners worth $948K as of Q2 2026.
  • Spire Wealth Management sold 925 Enterprise Products Partners shares in Q2 2026, an estimated $34.9K.
  • Enterprise Products Partners made up 0.03% of Spire Wealth Management's portfolio in Q2 2026, its #402 holding.
  • Spire Wealth Management first reported a position in Enterprise Products Partners in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Enterprise Products Partners position peaked at $2.84M in Q4 2021.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.