Aurora Private Wealth’s Enterprise Products Partners EPD Stock Holding History

Aurora Private Wealth’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	$219K	Sell	5,969 -429	-7%	-$16.2K	0.14%	161
2026 Q1	$239K	Hold	6,398	–	–	0.17%	142
2025 Q4	$205K	Buy	+6,398	New	+$202K	0.13%	153
2025 Q2	–	Sell	-6,387	Closed	-$218K	–	164
2025 Q1	$218K	Buy	6,387 +3	+0%	+$100	0.17%	137
2024 Q4	$200K	Buy	+6,384	New	+$196K	0.15%	150

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

Aurora Private Wealth's EPD Position: Q2 2026 in Review

Aurora Private Wealth reduced its Enterprise Products Partners (EPD) stake by 6.7% in Q2 2026, selling an estimated $16.2K and leaving 5,969 shares worth $219K. The position accounts for 0.14% of the portfolio, ranked #161.

Aurora Private Wealth first reported a position in EPD in Q4 2024 and has held it in 5 quarters since. The position peaked at $239K in Q1 2026. 607 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Aurora Private Wealth held 5,969 shares of Enterprise Products Partners worth $219K as of Q2 2026.
Aurora Private Wealth sold 429 Enterprise Products Partners shares in Q2 2026, an estimated $16.2K.
Enterprise Products Partners made up 0.14% of Aurora Private Wealth's portfolio in Q2 2026, its #161 holding.
Aurora Private Wealth first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 5 quarters since.
Aurora Private Wealth's Enterprise Products Partners position peaked at $239K in Q1 2026.
607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Aurora Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.