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Tred Avon Family Wealth’s Enterprise Products Partners EPD Stock Holding History

Tred Avon Family 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 		$1.41M Buy
37,154
+4,045
+12% +$143K 0.47% 52
2025
Q4 		$1.06M Buy
33,109
+635
+2% +$20.1K 0.35% 71
2025
Q3 		$1.02M Buy
+32,474
New +$1.02M 0.35% 74

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Tred Avon Family Wealth's EPD Position: Q1 2026 in Review

Tred Avon Family Wealth increased its Enterprise Products Partners (EPD) stake by 12% in Q1 2026, buying an estimated $143K and bringing the position to 37,154 shares worth $1.41M. The position accounts for 0.47% of the portfolio, ranked #52.

Tred Avon Family Wealth first reported a position in EPD in Q3 2025 and has held it in 3 quarters since. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Tred Avon Family Wealth held 37,154 shares of Enterprise Products Partners worth $1.41M as of Q1 2026.
  • Tred Avon Family Wealth bought 4,045 Enterprise Products Partners shares in Q1 2026, an estimated $143K.
  • Enterprise Products Partners made up 0.47% of Tred Avon Family Wealth's portfolio in Q1 2026, its #52 holding.
  • Tred Avon Family Wealth first reported a position in Enterprise Products Partners in Q3 2025 and has held it in 3 quarters since.
  • 1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.