Wealth Dimensions Group’s Enterprise Products Partners EPD Stock Holding History

Wealth Dimensions 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	$512K	Buy	+13,520	New	+$479K	0.1%	104

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

Wealth Dimensions Group's EPD Position: Q1 2026 in Review

Wealth Dimensions Group opened a new position in Enterprise Products Partners (EPD) in Q1 2026: 13,520 shares worth $512K. The stake represents 0.1% of the portfolio and ranks #104 among its holdings.

1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Wealth Dimensions Group held 13,520 shares of Enterprise Products Partners worth $512K as of Q1 2026.
Enterprise Products Partners was a new Wealth Dimensions Group position in Q1 2026.
Enterprise Products Partners made up 0.1% of Wealth Dimensions Group's portfolio in Q1 2026, its #104 holding.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.