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Apella Capital’s Enterprise Products Partners EPD Stock Holding History

Apella Capital’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 		$1.51M Buy
40,230
+7
+0% +$264 0.02% 304
2026
Q1 		$1.47M Buy
+40,223
New +$1.42M 0.02% 298

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
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
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Apella Capital's EPD Position: Q2 2026 in Review

Apella Capital increased its Enterprise Products Partners (EPD) stake by 0.02% in Q2 2026, buying an estimated $264 and bringing the position to 40,230 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #304.

Apella Capital first reported a position in EPD in Q1 2026 and has held it in 2 quarters since. 377 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Apella Capital held 40,230 shares of Enterprise Products Partners worth $1.51M as of Q2 2026.
  • Apella Capital bought 7 Enterprise Products Partners shares in Q2 2026, an estimated $264.
  • Enterprise Products Partners made up 0.02% of Apella Capital's portfolio in Q2 2026, its #304 holding.
  • Apella Capital first reported a position in Enterprise Products Partners in Q1 2026 and has held it in 2 quarters since.
  • 377 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.