Atwood & Palmer’s Enterprise Products Partners EPD Stock Holding History

Atwood & Palmer’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	$328K	Hold	8,931	–	–	0.02%	140
2026 Q1	$338K	Hold	8,931	–	–	0.02%	130
2025 Q4	$286K	Hold	8,931	–	–	0.02%	134
2025 Q3	$279K	Hold	8,931	–	–	0.02%	136
2025 Q2	$277K	Buy	8,931 +2,231	+33%	+$69.5K	0.02%	133
2025 Q1	$229K	Hold	6,700	–	–	0.02%	145
2024 Q4	$210K	Hold	6,700	–	–	0.01%	144
2024 Q3	$195K	Hold	6,700	–	–	0.01%	151
2024 Q2	$194K	Hold	6,700	–	–	0.01%	147
2024 Q1	$196K	Hold	6,700	–	–	0.01%	150
2023 Q4	$177K	Hold	6,700	–	–	0.01%	154
2023 Q3	$183K	Hold	6,700	–	–	0.02%	145
2023 Q2	$177K	Hold	6,700	–	–	0.02%	157
2023 Q1	$174K	Sell	6,700 -2,400	-26%	-$61.6K	0.02%	148
2022 Q4	$219K	Hold	9,100	–	–	0.02%	143
2022 Q3	$216K	Sell	9,100 -2,500	-22%	-$64.5K	0.02%	136
2022 Q2	$283K	Hold	11,600	–	–	0.03%	120
2022 Q1	$299K	Hold	11,600	–	–	0.03%	125
2021 Q4	$255K	Buy	11,600 +2,400	+26%	+$53.8K	0.02%	138
2021 Q3	$199K	Hold	9,200	–	–	0.02%	145
2021 Q2	$222K	Buy	9,200 +2,500	+37%	+$59.2K	0.02%	138
2021 Q1	$148K	Hold	6,700	–	–	0.01%	158
2020 Q4	$131K	Hold	6,700	–	–	0.01%	160
2020 Q3	$106K	Hold	6,700	–	–	0.01%	157
2020 Q2	$122K	Hold	6,700	–	–	0.02%	150
2020 Q1	$96K	Hold	6,700	–	–	0.02%	153
2019 Q4	$189K	Hold	6,700	–	–	0.02%	127
2019 Q3	$191K	Hold	6,700	–	–	0.03%	126
2019 Q2	$193K	Hold	6,700	–	–	0.03%	126
2019 Q1	$195K	Sell	6,700 -155	-2%	-$4.33K	0.03%	122
2018 Q4	$169K	Sell	6,855 -712	-9%	-$19.1K	0.03%	127
2018 Q3	$217K	Hold	7,567	–	–	0.03%	123
2018 Q2	$209K	Sell	7,567 -467	-6%	-$12.8K	0.03%	123
2018 Q1	$197K	Sell	8,034 -3,166	-28%	-$84.3K	0.03%	126
2017 Q4	$297K	Hold	11,200	–	–	0.04%	108
2017 Q3	$292K	Hold	11,200	–	–	0.04%	109
2017 Q2	$303K	Hold	11,200	–	–	0.05%	107
2017 Q1	$309K	Hold	11,200	–	–	0.05%	98
2016 Q4	$303K	Hold	11,200	–	–	0.05%	94
2016 Q3	$309K	Hold	11,200	–	–	0.06%	93
2016 Q2	$328K	Hold	11,200	–	–	0.06%	88
2016 Q1	$276K	Sell	11,200 -3,902	-26%	-$90.9K	0.05%	98
2015 Q4	$386K	Buy	15,102 +3,102	+26%	+$80.6K	0.07%	97
2015 Q3	$299K	Hold	12,000	–	–	0.06%	104
2015 Q2	$359K	Hold	12,000	–	–	0.06%	104
2015 Q1	$395K	Hold	12,000	–	–	0.07%	101
2014 Q4	$434K	Sell	12,000 -400	-3%	-$14.8K	0.08%	95
2014 Q3	$500K	Buy	12,400 +5,500	+80%	+$216K	0.09%	92
2014 Q2	$270K	Sell	6,900 -5,500	-44%	-$203K	0.07%	98
2014 Q1	$430K	Hold	12,400	–	–	0.1%	86
2013 Q4	$411K	Hold	12,400	–	–	0.1%	83
2013 Q3	$378K	Hold	12,400	–	–	0.1%	83
2013 Q2	$385K	Buy	+12,400	New	+$376K	0.1%	76

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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Atwood & Palmer's EPD Position: Q2 2026 in Review

Atwood & Palmer held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 8,931 shares worth $328K. The position accounts for 0.02% of the portfolio, ranked #140.

Atwood & Palmer first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $500K in Q3 2014. 527 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Atwood & Palmer held 8,931 shares of Enterprise Products Partners worth $328K as of Q2 2026.
Atwood & Palmer left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.02% of Atwood & Palmer's portfolio in Q2 2026, its #140 holding.
Atwood & Palmer first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
Atwood & Palmer's Enterprise Products Partners position peaked at $500K in Q3 2014.
527 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.