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Valued Retirements’s Enterprise Products Partners EPD Stock Holding History

Valued Retirements’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 		$601K Hold
15,890
– – 0.59% 43
2025
Q4 		$509K Hold
15,890
– – 0.5% 48
2025
Q3 		$493K Hold
15,890
– – 0.56% 47
2025
Q2 		$493K Hold
15,890
– – 0.56% 47
2025
Q1 		$542K Hold
15,890
– – 0.71% 37
2024
Q4 		$498K Hold
15,890
– – 0.67% 42
2024
Q3 		$463K Hold
15,890
– – 0.64% 40
2024
Q2 		$460K Hold
15,890
– – 0.7% 36
2024
Q1 		$464K Hold
15,890
– – 0.74% 32
2023
Q4 		$419K Buy
+15,890
New +$423K 0.73% 33

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

Valued Retirements's EPD Position: Q1 2026 in Review

Valued Retirements held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 15,890 shares worth $601K. The position accounts for 0.59% of the portfolio, ranked #43.

Valued Retirements first reported a position in EPD in Q4 2023 and has held it in 10 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Valued Retirements held 15,890 shares of Enterprise Products Partners worth $601K as of Q1 2026.
  • Valued Retirements left its Enterprise Products Partners share count unchanged in Q1 2026.
  • Enterprise Products Partners made up 0.59% of Valued Retirements's portfolio in Q1 2026, its #43 holding.
  • Valued Retirements first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 10 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Valued Retirements's 13F filing for Q1 2026, filed 13 May 2026.