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

Western Wealth 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 		$368K Buy
9,723
+1,288
+15% +$45.6K 0.01% 725
2025
Q4 		$270K Sell
8,435
-284
-3% -$8.98K 0.01% 695
2025
Q3 		$273K Buy
8,719
+42
+0.5% +$1.32K 0.01% 627
2025
Q2 		$269K Buy
8,677
+311
+4% +$9.69K 0.02% 587
2025
Q1 		$286K Buy
8,366
+37
+0.4% +$1.23K 0.02% 543
2024
Q4 		$261K Sell
8,329
-7,450
-47% -$229K 0.02% 562
2024
Q3 		$459K Buy
15,779
+7,531
+91% +$220K 0.03% 488
2024
Q2 		$239K Buy
8,248
+40
+0.5% +$1.15K 0.02% 570
2024
Q1 		$240K Sell
8,208
-10,465
-56% -$287K 0.02% 570
2023
Q4 		$492K Buy
18,673
+631
+3% +$16.8K 0.04% 415
2023
Q3 		$494K Buy
18,042
+7,377
+69% +$197K 0.04% 391
2023
Q2 		$281K Buy
10,665
+470
+5% +$12.3K 0.02% 518
2023
Q1 		$264K Sell
10,195
-60
-0.6% -$1.54K 0.02% 528
2022
Q4 		$247K Sell
10,255
-12,048
-54% -$297K 0.03% 519
2022
Q3 		$530K Buy
22,303
+1,374
+7% +$35.4K 0.03% 464
2022
Q2 		$509K Buy
20,929
+74
+0.4% +$1.95K 0.03% 471
2022
Q1 		$538K Buy
20,855
+10,665
+105% +$259K 0.03% 510
2021
Q4 		$225K Buy
+10,190
New +$229K 0.02% 553
2021
Q2 		$270K Buy
11,232
+596
+6% +$14.1K 0.03% 522
2021
Q1 		$234K Sell
10,636
-981
-8% -$21.6K 0.03% 466
2020
Q4 		$228K Sell
11,617
-1,381
-11% -$25.7K 0.03% 417
2020
Q3 		$205K Buy
12,998
+1,624
+14% +$28.5K 0.03% 409
2020
Q2 		$207K Buy
11,374
+43
+0.4% +$769 0.04% 387
2020
Q1 		$161K Buy
11,331
+173
+2% +$4.02K 0.04% 353
2019
Q4 		$314K Buy
11,158
+29
+0.3% +$786 0.05% 304
2019
Q3 		$319K Buy
11,129
+151
+1% +$4.4K 0.07% 277
2019
Q2 		$318K Buy
10,978
+26
+0.2% +$749 0.04% 293
2019
Q1 		$321K Buy
10,952
+64
+0.6% +$1.79K 0.07% 272
2018
Q4 		$267K Buy
+10,888
New +$291K 0.07% 267

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

Western Wealth Management's EPD Position: Q1 2026 in Review

Western Wealth Management increased its Enterprise Products Partners (EPD) stake by 15% in Q1 2026, buying an estimated $45.6K and bringing the position to 9,723 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #725.

Western Wealth Management first reported a position in EPD in Q4 2018 and has held it in 29 quarters since. The position peaked at $538K in Q1 2022. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Western Wealth Management held 9,723 shares of Enterprise Products Partners worth $368K as of Q1 2026.
  • Western Wealth Management bought 1,288 Enterprise Products Partners shares in Q1 2026, an estimated $45.6K.
  • Enterprise Products Partners made up 0.01% of Western Wealth Management's portfolio in Q1 2026, its #725 holding.
  • Western Wealth Management first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Enterprise Products Partners position peaked at $538K in Q1 2022.
  • 1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.