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BOS Asset Management’s Enterprise Products Partners EPD Stock Holding History

BOS Asset 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 		$239K Buy
6,715
+340
+5% +$13K 0.06% 170
2026
Q2 		$234K Hold
6,375
– – 0.05% 178
2026
Q1 		$241K Hold
6,375
– – 0.06% 178
2025
Q4 		$204K Buy
+6,375
New +$202K 0.05% 189
2025
Q2 		– Sell
-6,750
Closed -$230K – 178
2025
Q1 		$230K Hold
6,750
– – 0.08% 147
2024
Q4 		$212K Sell
6,750
-230
-3% -$7.07K 0.08% 156
2024
Q3 		$203K Hold
6,980
– – 0.07% 162
2024
Q2 		$202K Hold
6,980
– – 0.09% 148
2024
Q1 		$204K Buy
+6,980
New +$192K 0.11% 147

Other funds holding EPD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

BOS Asset Management's EPD Position: Q3 2026 in Review

BOS Asset Management increased its Enterprise Products Partners (EPD) stake by 5.3% in Q3 2026, buying an estimated $13K and bringing the position to 6,715 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #170.

BOS Asset Management first reported a position in EPD in Q1 2024 and has held it in 9 quarters since. The position peaked at $241K in Q1 2026. 84 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • BOS Asset Management held 6,715 shares of Enterprise Products Partners worth $239K as of Q3 2026.
  • BOS Asset Management bought 340 Enterprise Products Partners shares in Q3 2026, an estimated $13K.
  • Enterprise Products Partners made up 0.06% of BOS Asset Management's portfolio in Q3 2026, its #170 holding.
  • BOS Asset Management first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 9 quarters since.
  • BOS Asset Management's Enterprise Products Partners position peaked at $241K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.