Turning Point Benefit Group’s Enterprise Products Partners EPD Stock Holding History

Turning Point Benefit 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	–	Sell	-516	Closed	-$16.6K	–	321
2025 Q4	$16.6K	Sell	516 -212	-29%	-$6.7K	0.01%	210
2025 Q3	$22.7K	Buy	+728	New	+$23K	0.01%	179

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

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

Turning Point Benefit Group's EPD Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Enterprise Products Partners (EPD) in Q1 2026, closing a stake of 516 shares — an estimated $16.6K sold.

Turning Point Benefit Group first reported a position in EPD in Q3 2025 and held it in 2 quarters. The position peaked at $22.7K in Q3 2025. 1,612 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Turning Point Benefit Group reported no remaining Enterprise Products Partners position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 516 Enterprise Products Partners shares in Q1 2026, an estimated $16.6K.
Turning Point Benefit Group first reported a position in Enterprise Products Partners in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's Enterprise Products Partners position peaked at $22.7K in Q3 2025.
1,612 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.