Weinberger Asset Management’s Enterprise Products Partners EPD Stock Holding History

Weinberger Asset Management’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	$639K	Hold	16,900	–	–	0.24%	56
2025 Q4	$542K	Hold	16,900	–	–	0.2%	60
2025 Q3	$528K	Hold	16,900	–	–	0.19%	62
2025 Q2	$524K	Hold	16,900	–	–	0.2%	58
2025 Q1	$577K	Hold	16,900	–	–	0.25%	54
2024 Q4	$530K	Hold	16,900	–	–	0.22%	55
2024 Q3	$492K	Hold	16,900	–	–	0.21%	61
2024 Q2	$490K	Hold	16,900	–	–	0.23%	56
2024 Q1	$493K	Sell	16,900 -1,367	-7%	-$37.5K	0.24%	55
2023 Q4	$481K	Hold	18,267	–	–	0.25%	57
2023 Q3	$500K	Hold	18,267	–	–	0.29%	52
2023 Q2	$481K	Sell	18,267 -3,500	-16%	-$91.5K	0.27%	54
2023 Q1	$564K	Hold	21,767	–	–	0.33%	50
2022 Q4	$525K	Sell	21,767 -800	-4%	-$19.7K	0.32%	49
2022 Q3	$537K	Buy	22,567 +800	+4%	+$20.6K	0.37%	44
2022 Q2	$530K	Buy	+21,767	New	+$573K	0.35%	44

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

Weinberger Asset Management's EPD Position: Q1 2026 in Review

Weinberger Asset Management held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 16,900 shares worth $639K. The position accounts for 0.24% of the portfolio, ranked #56.

Weinberger Asset Management first reported a position in EPD in Q2 2022 and has held it in 16 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Weinberger Asset Management held 16,900 shares of Enterprise Products Partners worth $639K as of Q1 2026.
Weinberger Asset Management left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up 0.24% of Weinberger Asset Management's portfolio in Q1 2026, its #56 holding.
Weinberger Asset Management first reported a position in Enterprise Products Partners in Q2 2022 and has held it in 16 quarters since.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Weinberger Asset Management's 13F filing for Q1 2026, filed 8 May 2026.