1620 Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

1620 Investment Advisors’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	$496K	Sell	13,502 -45	-0.3%	-$1.7K	0.31%	89
2026 Q1	$513K	Buy	13,547 +236	+2%	+$8.35K	0.35%	84
2025 Q4	$427K	Sell	13,311 -39	-0.3%	-$1.23K	0.28%	102
2025 Q3	$417K	Sell	13,350 -23	-0.2%	-$726	0.28%	102
2025 Q2	$415K	Buy	13,373 +157	+1%	+$4.89K	0.29%	100
2025 Q1	$451K	Buy	13,216 +53	+0.4%	+$1.76K	0.35%	91
2024 Q4	$413K	Buy	13,163 +288	+2%	+$8.85K	0.31%	100
2024 Q3	$375K	Buy	12,875 +60	+0.5%	+$1.75K	0.27%	111
2024 Q2	$371K	Sell	12,815 -43	-0.3%	-$1.23K	0.28%	104
2024 Q1	$375K	Sell	12,858 -46	-0.4%	-$1.26K	0.38%	88
2023 Q4	$340K	Buy	12,904 +80	+0.6%	+$2.13K	0.37%	92
2023 Q3	$351K	Buy	12,824 +42	+0.3%	+$1.12K	0.4%	87
2023 Q2	$337K	Buy	+12,782	New	+$334K	0.37%	91

Other funds holding EPD

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

1620 Investment Advisors's EPD Position: Q2 2026 in Review

1620 Investment Advisors reduced its Enterprise Products Partners (EPD) stake by 0.33% in Q2 2026, selling an estimated $1.7K and leaving 13,502 shares worth $496K. The position accounts for 0.31% of the portfolio, ranked #89.

1620 Investment Advisors first reported a position in EPD in Q2 2023 and has held it in 13 quarters since. The position peaked at $513K in Q1 2026. 639 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

1620 Investment Advisors held 13,502 shares of Enterprise Products Partners worth $496K as of Q2 2026.
1620 Investment Advisors sold 45 Enterprise Products Partners shares in Q2 2026, an estimated $1.7K.
Enterprise Products Partners made up 0.31% of 1620 Investment Advisors's portfolio in Q2 2026, its #89 holding.
1620 Investment Advisors first reported a position in Enterprise Products Partners in Q2 2023 and has held it in 13 quarters since.
1620 Investment Advisors's Enterprise Products Partners position peaked at $513K in Q1 2026.
639 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.