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Wealth Effects’s Enterprise Products Partners EPD Stock Holding History

Wealth Effects’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 		$405K Hold
10,700
– – 0.14% 131
2025
Q4 		$343K Hold
10,700
– – 0.11% 140
2025
Q3 		$335K Hold
10,700
– – 0.11% 145
2025
Q2 		$332K Hold
10,700
– – 0.12% 135
2025
Q1 		$365K Hold
10,700
– – 0.15% 120
2024
Q4 		$336K Sell
10,700
-125
-1% -$3.84K 0.12% 144
2024
Q3 		$315K Buy
10,825
+125
+1% +$3.65K 0.11% 154
2024
Q2 		$310K Hold
10,700
– – 0.11% 146
2024
Q1 		$312K Hold
10,700
– – 0.12% 148
2023
Q4 		$282K Sell
10,700
-1,000
-9% -$26.6K 0.11% 161
2023
Q3 		$320K Hold
11,700
– – 0.16% 127
2023
Q2 		$308K Sell
11,700
-34
-0.3% -$889 0.14% 132
2023
Q1 		$304K Buy
11,734
+1
+0% +$26 0.16% 134
2022
Q4 		$283K Hold
11,733
– – 0.16% 140
2022
Q3 		$279K Sell
11,733
-120
-1% -$3.1K 0.17% 126
2022
Q2 		$289K Sell
11,853
-400
-3% -$10.5K 0.17% 125
2022
Q1 		$316K Hold
12,253
– – 0.15% 134
2021
Q4 		$269K Buy
+12,253
New +$275K 0.11% 164

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

Wealth Effects's EPD Position: Q1 2026 in Review

Wealth Effects held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 10,700 shares worth $405K. The position accounts for 0.14% of the portfolio, ranked #131.

Wealth Effects first reported a position in EPD in Q4 2021 and has held it in 18 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Wealth Effects held 10,700 shares of Enterprise Products Partners worth $405K as of Q1 2026.
  • Wealth Effects left its Enterprise Products Partners share count unchanged in Q1 2026.
  • Enterprise Products Partners made up 0.14% of Wealth Effects's portfolio in Q1 2026, its #131 holding.
  • Wealth Effects first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 18 quarters since.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.