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

Accurate 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 Q3	$247K	Buy	6,849 +597	+10%	+$22.8K	0.02%	514
2026 Q2	$233K	Sell	6,252 -634	-9%	-$23.9K	0.02%	513
2026 Q1	$257K	Buy	+6,886	New	+$244K	0.03%	451
2023 Q1	–	Sell	-4,635	Closed	-$118K	–	604
2022 Q4	$118K	Buy	+4,635	New	+$114K	0.04%	280

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Accurate Wealth Management's EPD Position: Q3 2026 in Review

Accurate Wealth Management increased its Enterprise Products Partners (EPD) stake by 9.5% in Q3 2026, buying an estimated $22.8K and bringing the position to 6,849 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #514.

Accurate Wealth Management first reported a position in EPD in Q4 2022 and has held it in 4 quarters since. The position peaked at $257K in Q1 2026. 800 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Accurate Wealth Management held 6,849 shares of Enterprise Products Partners worth $247K as of Q3 2026.
Accurate Wealth Management bought 597 Enterprise Products Partners shares in Q3 2026, an estimated $22.8K.
Enterprise Products Partners made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #514 holding.
Accurate Wealth Management first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 4 quarters since.
Accurate Wealth Management's Enterprise Products Partners position peaked at $257K in Q1 2026.
800 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.