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ARS Wealth Advisors Group’s Enterprise Products Partners EPD Stock Holding History

ARS Wealth Advisors Group’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 		$342K Hold
9,315
– – 0.03% 170
2026
Q1 		$352K Buy
9,315
+866
+10% +$30.7K 0.03% 147
2025
Q4 		$271K Hold
8,449
– – 0.02% 161
2025
Q3 		$264K Sell
8,449
-775
-8% -$24.4K 0.03% 158
2025
Q2 		$286K Buy
9,224
+1,000
+12% +$31.2K 0.03% 138
2025
Q1 		$281K Buy
8,224
+75
+0.9% +$2.5K 0.04% 126
2024
Q4 		$256K Buy
8,149
+1,130
+16% +$34.7K 0.04% 137
2024
Q3 		$204K Buy
+7,019
New +$205K 0.03% 166
2024
Q2 		– Sell
-7,289
Closed -$213K – 168
2024
Q1 		$213K Buy
+7,289
New +$200K 0.03% 160
2023
Q2 		– Sell
-10,845
Closed -$281K – 144
2023
Q1 		$281K Buy
10,845
+300
+3% +$7.71K 0.05% 103
2022
Q4 		$254K Sell
10,545
-920
-8% -$22.6K 0.04% 117
2022
Q3 		$273K Buy
+11,465
New +$296K 0.04% 122

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
FI
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
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

ARS Wealth Advisors Group's EPD Position: Q2 2026 in Review

ARS Wealth Advisors Group held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 9,315 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #170.

ARS Wealth Advisors Group first reported a position in EPD in Q3 2022 and has held it in 12 quarters since. The position peaked at $352K in Q1 2026. 674 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • ARS Wealth Advisors Group held 9,315 shares of Enterprise Products Partners worth $342K as of Q2 2026.
  • ARS Wealth Advisors Group left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.03% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #170 holding.
  • ARS Wealth Advisors Group first reported a position in Enterprise Products Partners in Q3 2022 and has held it in 12 quarters since.
  • ARS Wealth Advisors Group's Enterprise Products Partners position peaked at $352K in Q1 2026.
  • 674 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.