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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
Q2 		$384K Buy
10,442
+719
+7% +$27.1K 0.01% 751
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 Sell
8,366
-7,731
-48% -$257K 0.02% 543
2024
Q4 		$505K Buy
16,097
+318
+2% +$9.77K 0.03% 456
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 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 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
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

Western Wealth Management's EPD Position: Q2 2026 in Review

Western Wealth Management increased its Enterprise Products Partners (EPD) stake by 7.4% in Q2 2026, buying an estimated $27.1K and bringing the position to 10,442 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #751.

Western Wealth Management first reported a position in EPD in Q4 2018 and has held it in 30 quarters since. The position peaked at $538K in Q1 2022. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Western Wealth Management held 10,442 shares of Enterprise Products Partners worth $384K as of Q2 2026.
  • Western Wealth Management bought 719 Enterprise Products Partners shares in Q2 2026, an estimated $27.1K.
  • Enterprise Products Partners made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #751 holding.
  • Western Wealth Management first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's Enterprise Products Partners position peaked at $538K in Q1 2022.
  • 1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.