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

Avondale 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 Q2	$219K	Buy	5,969 +679	+13%	+$25.6K	0.09%	65
2026 Q1	$200K	Buy	+5,290	New	+$187K	0.1%	70
2025 Q3	–	Sell	-5,290	Closed	-$164K	–	76
2025 Q2	$164K	Hold	5,290	–	–	0.09%	60
2025 Q1	$181K	Hold	5,290	–	–	0.11%	52
2024 Q4	$166K	Hold	5,290	–	–	0.11%	52
2024 Q3	$154K	Hold	5,290	–	–	0.1%	52
2024 Q2	$153K	Hold	5,290	–	–	0.1%	54
2024 Q1	$154K	Hold	5,290	–	–	0.11%	51
2023 Q4	$139K	Hold	5,290	–	–	0.11%	50
2023 Q3	$145K	Hold	5,290	–	–	0.13%	51
2023 Q2	$139K	Hold	5,290	–	–	0.12%	52
2023 Q1	$137K	Hold	5,290	–	–	0.12%	54
2022 Q4	$128K	Hold	5,290	–	–	0.11%	45
2022 Q3	$126K	Hold	5,290	–	–	0.14%	46
2022 Q2	$129K	Hold	5,290	–	–	0.15%	42
2022 Q1	$137K	Hold	5,290	–	–	0.16%	48
2021 Q4	$116K	Hold	5,290	–	–	0.12%	52
2021 Q3	$114K	Hold	5,290	–	–	0.11%	58
2021 Q2	$128K	Hold	5,290	–	–	0.12%	54
2021 Q1	$116K	Hold	5,290	–	–	0.11%	50
2020 Q4	$104K	Sell	5,290 -2,150	-29%	-$40K	0.12%	32
2020 Q3	$117K	Buy	7,440 +2,150	+41%	+$37.7K	0.18%	26
2020 Q2	$96K	Hold	5,290	–	–	0.14%	28
2020 Q1	$76K	Hold	5,290	–	–	0.12%	30
2019 Q4	$149K	Hold	5,290	–	–	0.22%	24
2019 Q3	$151K	Hold	5,290	–	–	0.25%	23
2019 Q2	$153K	Hold	5,290	–	–	0.11%	26
2019 Q1	$154K	Hold	5,290	–	–	0.12%	24
2018 Q4	$130K	Hold	5,290	–	–	0.11%	25
2018 Q3	$152K	Hold	5,290	–	–	0.14%	19
2018 Q2	$146K	Hold	5,290	–	–	0.12%	21
2018 Q1	$129K	Hold	5,290	–	–	0.11%	22
2017 Q4	$140K	Buy	+5,290	New	+$134K	0.12%	23

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

MSRPS

Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return

Avondale Wealth Management's EPD Position: Q2 2026 in Review

Avondale Wealth Management increased its Enterprise Products Partners (EPD) stake by 13% in Q2 2026, buying an estimated $25.6K and bringing the position to 5,969 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #65.

Avondale Wealth Management first reported a position in EPD in Q4 2017 and has held it in 33 quarters since. 726 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Avondale Wealth Management held 5,969 shares of Enterprise Products Partners worth $219K as of Q2 2026.
Avondale Wealth Management bought 679 Enterprise Products Partners shares in Q2 2026, an estimated $25.6K.
Enterprise Products Partners made up 0.09% of Avondale Wealth Management's portfolio in Q2 2026, its #65 holding.
Avondale Wealth Management first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 33 quarters since.
726 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Avondale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.