Wealthspire Advisors (New York)’s Enterprise Products Partners EPD Stock Holding History

Wealthspire Advisors (New York)’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	$1.72M	Buy	45,490 +7,150	+19%	+$253K	0.01%	308
2025 Q4	$1.23M	Sell	38,340 -40,904	-52%	-$1.29M	0.01%	388
2025 Q3	$2.48M	Sell	79,244 -40	-0.1%	-$1.26K	0.01%	246
2025 Q2	$2.46M	Sell	79,284 -5,098	-6%	-$159K	0.01%	252
2025 Q1	$2.88M	Buy	84,382 +49,046	+139%	+$1.63M	0.02%	220
2024 Q4	$1.11M	Sell	35,336 -43,093	-55%	-$1.32M	0.01%	351
2024 Q3	$2.28M	Buy	78,429 +16,929	+28%	+$494K	0.02%	230
2024 Q2	$1.78M	Sell	61,500 -11,432	-16%	-$328K	0.02%	222
2024 Q1	$2.13M	Sell	72,932 -26,000	-26%	-$714K	0.03%	190
2023 Q4	$2.61M	Buy	98,932 +2,890	+3%	+$77K	0.04%	159
2023 Q3	$2.63M	Buy	96,042 +10,777	+13%	+$288K	0.04%	141
2023 Q2	$2.25M	Buy	85,265 +4,030	+5%	+$105K	0.04%	141
2023 Q1	$2.1M	Sell	81,235 -485	-0.6%	-$12.5K	0.04%	146
2022 Q4	$1.97M	Buy	81,720 +9,150	+13%	+$225K	0.04%	157
2022 Q3	$1.73M	Buy	72,570 +10,190	+16%	+$263K	0.04%	159
2022 Q2	$1.52M	Sell	62,380 -15,764	-20%	-$415K	0.03%	165
2022 Q1	$2.02M	Sell	78,144 -4,982	-6%	-$121K	0.05%	125
2021 Q4	$1.82M	Buy	83,126 +32,571	+64%	+$731K	0.04%	155
2021 Q3	$1.09M	Buy	50,555 +27,425	+119%	+$623K	0.02%	233
2021 Q2	$558K	Sell	23,130 -23,845	-51%	-$564K	0.01%	215
2021 Q1	$1.03M	Buy	46,975 +5,192	+12%	+$114K	0.02%	259
2020 Q4	$819K	Buy	41,783 +25,568	+158%	+$476K	0.02%	229
2020 Q3	$256K	Sell	16,215 -7,511	-32%	-$132K	0.02%	254
2020 Q2	$431K	Sell	23,726 -19,562	-45%	-$350K	0.03%	167
2020 Q1	$619K	Buy	43,288 +30,033	+227%	+$698K	0.03%	263
2019 Q4	$373K	Sell	13,255 -690	-5%	-$18.7K	0.03%	124
2019 Q3	$399K	Buy	13,945 +1,970	+16%	+$57.4K	0.03%	97
2019 Q2	$346K	Buy	11,975 +4,700	+65%	+$135K	0.03%	63
2019 Q1	$212K	Buy	7,275 +6,440	+771%	+$180K	0.02%	42
2018 Q4	$21K	Buy	+835	New	+$22.4K	﹤0.01%	326

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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

Wealthspire Advisors (New York)'s EPD Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its Enterprise Products Partners (EPD) stake by 19% in Q1 2026, buying an estimated $253K and bringing the position to 45,490 shares worth $1.72M. The position accounts for 0.01% of the portfolio, ranked #308.

Wealthspire Advisors (New York) first reported a position in EPD in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.88M in Q1 2025. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Wealthspire Advisors (New York) held 45,490 shares of Enterprise Products Partners worth $1.72M as of Q1 2026.
Wealthspire Advisors (New York) bought 7,150 Enterprise Products Partners shares in Q1 2026, an estimated $253K.
Enterprise Products Partners made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #308 holding.
Wealthspire Advisors (New York) first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 30 quarters since.
Wealthspire Advisors (New York)'s Enterprise Products Partners position peaked at $2.88M in Q1 2025.
1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.