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Transform Wealth’s Enterprise Products Partners EPD Stock Holding History

Transform 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
2025
Q1 		$1.37M Sell
40,274
-6,079
-13% -$202K 0.08% 128
2024
Q4 		$1.45M Sell
46,353
-500
-1% -$15.4K 0.08% 129
2024
Q3 		$1.36M Buy
46,853
+65
+0.1% +$1.9K 0.09% 113
2024
Q2 		$1.36M Sell
46,788
-2,500
-5% -$71.7K 0.1% 112
2024
Q1 		$1.44M Hold
49,288
– – 0.14% 111
2023
Q4 		$1.3M Buy
49,288
+496
+1% +$13.2K 0.13% 124
2023
Q3 		$1.34M Hold
48,792
– – 0.14% 118
2023
Q2 		$1.29M Hold
48,792
– – 0.12% 125
2023
Q1 		$1.26M Sell
48,792
-5,200
-10% -$134K 0.12% 120
2022
Q4 		$1.3M Hold
53,992
– – 0.15% 114
2022
Q3 		$1.28M Hold
53,992
– – 0.17% 88
2022
Q2 		$1.32M Buy
53,992
+400
+0.7% +$10.5K 0.2% 87
2022
Q1 		$1.38M Hold
53,592
– – 0.16% 96
2021
Q4 		$1.18M Sell
53,592
-1,600
-3% -$35.9K 0.12% 104
2021
Q3 		$1.19M Sell
55,192
-2,000
-3% -$45.4K 0.14% 105
2021
Q2 		$1.38M Buy
57,192
+1,200
+2% +$28.4K 0.17% 107
2021
Q1 		$1.23M Sell
55,992
-800
-1% -$17.6K 0.25% 88
2020
Q4 		$1.11M Buy
56,792
+7,600
+15% +$142K 0.23% 95
2020
Q3 		$777K Buy
49,192
+6,900
+16% +$121K 0.13% 115
2020
Q2 		$768K Sell
42,292
-4,900
-10% -$87.6K 0.13% 114
2020
Q1 		$675K Sell
47,192
-3,500
-7% -$81.3K 0.14% 120
2019
Q4 		$1.43M Sell
50,692
-200
-0.4% -$5.42K 0.23% 104
2019
Q3 		$1.45M Hold
50,892
– – 0.26% 102
2019
Q2 		$1.47M Sell
50,892
-48,700
-49% -$1.4M 0.22% 109
2019
Q1 		$2.9M Sell
99,592
-800
-0.8% -$22.3K 0.54% 72
2018
Q4 		$2.47M Buy
100,392
+1,400
+1% +$37.5K 0.51% 71
2018
Q3 		$2.85M Sell
98,992
-8,000
-7% -$231K 0.49% 75
2018
Q2 		$2.96M Buy
106,992
+15,000
+16% +$410K 0.54% 65
2018
Q1 		$2.25M Sell
91,992
-3,400
-4% -$90.5K 0.43% 84
2017
Q4 		$2.53M Buy
+95,392
New +$2.42M 0.47% 74

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Transform Wealth's EPD Position: Q1 2025 in Review

Transform Wealth reduced its Enterprise Products Partners (EPD) stake by 13% in Q1 2025, selling an estimated $202K and leaving 40,274 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #128.

Transform Wealth first reported a position in EPD in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.96M in Q2 2018. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

  • Transform Wealth held 40,274 shares of Enterprise Products Partners worth $1.37M as of Q1 2025.
  • Transform Wealth sold 6,079 Enterprise Products Partners shares in Q1 2025, an estimated $202K.
  • Enterprise Products Partners made up 0.08% of Transform Wealth's portfolio in Q1 2025, its #128 holding.
  • Transform Wealth first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 30 quarters since.
  • Transform Wealth's Enterprise Products Partners position peaked at $2.96M in Q2 2018.
  • 1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.