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Wellington-Altus USA’s Enterprise Products Partners EPD Stock Holding History

Wellington-Altus USA’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
-3,640
Closed -$117K – 714
2025
Q4 		$117K Buy
+3,640
New +$115K 0.09% 187

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Wellington-Altus USA's EPD Position: Q1 2026 in Review

Wellington-Altus USA sold out of Enterprise Products Partners (EPD) in Q1 2026, closing a stake of 3,640 shares — an estimated $117K sold.

Wellington-Altus USA first reported a position in EPD in Q4 2025 and held it in 1 quarter. The position peaked at $117K in Q4 2025. 1,615 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Wellington-Altus USA reported no remaining Enterprise Products Partners position as of Q1 2026 after selling out during the quarter.
  • Wellington-Altus USA sold 3,640 Enterprise Products Partners shares in Q1 2026, an estimated $117K.
  • Wellington-Altus USA first reported a position in Enterprise Products Partners in Q4 2025 and held it in 1 quarter.
  • Wellington-Altus USA's Enterprise Products Partners position peaked at $117K in Q4 2025.
  • 1,615 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Wellington-Altus USA's 13F filing for Q1 2026, filed 17 Sep 2026.