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Wealth Preservation Advisors’s Enterprise Products Partners EPD Stock Holding History

Wealth Preservation Advisors’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
-803
Closed -$25.7K – 1074
2025
Q4 		$25.7K Sell
803
-36
-4% -$1.14K 0.01% 242
2025
Q3 		$26.2K Buy
839
+7
+0.8% +$221 0.02% 234
2025
Q2 		$25.8K Buy
832
+13
+2% +$405 0.02% 230
2025
Q1 		$28K Buy
+819
New +$27.3K 0.02% 225

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 Preservation Advisors's EPD Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Enterprise Products Partners (EPD) in Q1 2026, closing a stake of 803 shares — an estimated $25.7K sold.

Wealth Preservation Advisors first reported a position in EPD in Q1 2025 and held it in 4 quarters. The position peaked at $28K in Q1 2025. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Enterprise Products Partners position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 803 Enterprise Products Partners shares in Q1 2026, an estimated $25.7K.
  • Wealth Preservation Advisors first reported a position in Enterprise Products Partners in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's Enterprise Products Partners position peaked at $28K in Q1 2025.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.