Wealth Management Associates’s Enterprise Products Partners EPD Stock Holding History

Wealth Management Associates’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	$348K	Hold	9,185	–	–	0.12%	153
2025 Q4	$294K	Hold	9,185	–	–	0.1%	183
2025 Q3	$287K	Hold	9,185	–	–	0.1%	177
2025 Q2	$285K	Sell	9,185 -2,170	-19%	-$67.6K	0.11%	167
2025 Q1	$388K	Hold	11,355	–	–	0.17%	118
2024 Q4	$356K	Hold	11,355	–	–	0.15%	133
2024 Q3	$331K	Buy	11,355 +3,098	+38%	+$90.5K	0.15%	138
2024 Q2	$239K	Hold	8,257	–	–	0.11%	170
2024 Q1	$239K	Buy	+8,257	New	+$227K	0.11%	170
2020 Q1	–	Sell	-7,588	Closed	-$214K	–	128
2019 Q4	$214K	Buy	7,588 +13	+0.2%	+$352	0.15%	142
2019 Q3	$216K	Buy	7,575 +212	+3%	+$6.17K	0.17%	133
2019 Q2	$213K	Buy	7,363 +11	+0.1%	+$317	0.21%	89
2019 Q1	$214K	Buy	+7,352	New	+$205K	0.23%	86

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 Management Associates's EPD Position: Q1 2026 in Review

Wealth Management Associates held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 9,185 shares worth $348K. The position accounts for 0.12% of the portfolio, ranked #153.

Wealth Management Associates first reported a position in EPD in Q1 2019 and has held it in 13 quarters since. The position peaked at $388K in Q1 2025. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Wealth Management Associates held 9,185 shares of Enterprise Products Partners worth $348K as of Q1 2026.
Wealth Management Associates left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up 0.12% of Wealth Management Associates's portfolio in Q1 2026, its #153 holding.
Wealth Management Associates first reported a position in Enterprise Products Partners in Q1 2019 and has held it in 13 quarters since.
Wealth Management Associates's Enterprise Products Partners position peaked at $388K in Q1 2025.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.