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

Tradition 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 		$823K Buy
21,752
+220
+1% +$7.79K 0.06% 218
2025
Q4 		$690K Buy
21,532
+231
+1% +$7.3K 0.05% 240
2025
Q3 		$666K Buy
21,301
+182
+0.9% +$5.74K 0.05% 239
2025
Q2 		$655K Buy
21,119
+463
+2% +$14.4K 0.05% 233
2025
Q1 		$705K Sell
20,656
-382
-2% -$12.7K 0.06% 206
2024
Q4 		$660K Buy
21,038
+80
+0.4% +$2.46K 0.06% 210
2024
Q3 		$610K Buy
20,958
+225
+1% +$6.57K 0.05% 214
2024
Q2 		$601K Buy
20,733
+211
+1% +$6.05K 0.06% 207
2024
Q1 		$599K Buy
20,522
+1,745
+9% +$47.9K 0.06% 193
2023
Q4 		$495K Sell
18,777
-193
-1% -$5.14K 0.05% 195
2023
Q3 		$519K Buy
18,970
+213
+1% +$5.7K 0.06% 173
2023
Q2 		$494K Buy
18,757
+132
+0.7% +$3.45K 0.06% 179
2023
Q1 		$482K Buy
18,625
+646
+4% +$16.6K 0.06% 176
2022
Q4 		$434K Buy
17,979
+208
+1% +$5.12K 0.06% 175
2022
Q3 		$423K Sell
17,771
-158
-0.9% -$4.08K 0.06% 172
2022
Q2 		$437K Buy
17,929
+178
+1% +$4.68K 0.06% 174
2022
Q1 		$458K Buy
17,751
+4,343
+32% +$105K 0.06% 201
2021
Q4 		$294K Sell
13,408
-336
-2% -$7.54K 0.04% 247
2021
Q3 		$297K Sell
13,744
-2,045
-13% -$46.5K 0.04% 225
2021
Q2 		$381K Buy
15,789
+250
+2% +$5.92K 0.06% 209
2021
Q1 		$342K Sell
15,539
-837
-5% -$18.4K 0.06% 192
2020
Q4 		$321K Buy
+16,376
New +$305K 0.06% 187

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

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

Tradition Wealth Management increased its Enterprise Products Partners (EPD) stake by 1% in Q1 2026, buying an estimated $7.79K and bringing the position to 21,752 shares worth $823K. The position accounts for 0.06% of the portfolio, ranked #218.

Tradition Wealth Management first reported a position in EPD in Q4 2020 and has held it in 22 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Tradition Wealth Management held 21,752 shares of Enterprise Products Partners worth $823K as of Q1 2026.
  • Tradition Wealth Management bought 220 Enterprise Products Partners shares in Q1 2026, an estimated $7.79K.
  • Enterprise Products Partners made up 0.06% of Tradition Wealth Management's portfolio in Q1 2026, its #218 holding.
  • Tradition Wealth Management first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 22 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.