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 Q3	$213K	Hold	5,969	–	–	0.09%	60
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 $21.8B AUM 17.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Avondale Wealth Management's EPD Position: Q3 2026 in Review

Avondale Wealth Management held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 5,969 shares worth $213K. The position accounts for 0.09% of the portfolio, ranked #60.

Avondale Wealth Management first reported a position in EPD in Q4 2017 and has held it in 34 quarters since. The position peaked at $219K in Q2 2026. 1,082 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Avondale Wealth Management held 5,969 shares of Enterprise Products Partners worth $213K as of Q3 2026.
Avondale Wealth Management left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.09% of Avondale Wealth Management's portfolio in Q3 2026, its #60 holding.
Avondale Wealth Management first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 34 quarters since.
Avondale Wealth Management's Enterprise Products Partners position peaked at $219K in Q2 2026.
1,082 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Avondale Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.