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BSW Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

BSW Wealth Partners’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 		$621K Sell
16,889
-1,438
-8% -$54.3K 0.07% 159
2026
Q1 		$694K Sell
18,327
-2,055
-10% -$72.7K 0.08% 139
2025
Q4 		$653K Buy
20,382
+107
+0.5% +$3.38K 0.08% 150
2025
Q3 		$634K Buy
20,275
+106
+0.5% +$3.34K 0.08% 145
2025
Q2 		$625K Sell
20,169
-424
-2% -$13.2K 0.09% 135
2025
Q1 		$703K Buy
20,593
+96
+0.5% +$3.2K 0.11% 116
2024
Q4 		$643K Buy
20,497
+102
+0.5% +$3.13K 0.09% 126
2024
Q3 		$594K Buy
20,395
+105
+0.5% +$3.07K 0.09% 130
2024
Q2 		$588K Buy
20,290
+102
+0.5% +$2.92K 0.1% 118
2024
Q1 		$589K Buy
20,188
+1,951
+11% +$53.6K 0.1% 120
2023
Q4 		$481K Buy
18,237
+105
+0.6% +$2.8K 0.1% 127
2023
Q3 		$496K Buy
18,132
+101
+0.6% +$2.7K 0.11% 108
2023
Q2 		$475K Sell
18,031
-200
-1% -$5.23K 0.1% 116
2023
Q1 		$472K Buy
18,231
+96
+0.5% +$2.47K 0.1% 144
2022
Q4 		$437K Buy
18,135
+98
+0.5% +$2.41K 0.09% 153
2022
Q3 		$429K Buy
18,037
+2,843
+19% +$73.3K 0.11% 134
2022
Q2 		$370K Sell
15,194
-243
-2% -$6.39K 0.09% 157
2022
Q1 		$398K Buy
15,437
+4,524
+41% +$110K 0.1% 160
2021
Q4 		$240K Buy
+10,913
New +$245K 0.06% 224
2021
Q3 		– Sell
-9,359
Closed -$226K – 258
2021
Q2 		$226K Buy
+9,359
New +$222K 0.06% 216
2021
Q1 		– Sell
-10,001
Closed -$196K – 219
2020
Q4 		$196K Buy
+10,001
New +$186K 0.06% 177
2020
Q1 		– Sell
-8,891
Closed -$250K – 120
2019
Q4 		$250K Buy
8,891
+565
+7% +$15.3K 0.09% 108
2019
Q3 		$238K Buy
8,326
+83
+1% +$2.42K 0.09% 93
2019
Q2 		$238K Buy
8,243
+79
+1% +$2.28K 0.09% 92
2019
Q1 		$238K Buy
+8,164
New +$228K 0.09% 81
2018
Q4 		– Sell
-8,003
Closed -$230K – 111
2018
Q3 		$230K Buy
8,003
+73
+0.9% +$2.11K 0.09% 117
2018
Q2 		$219K Buy
+7,930
New +$217K 0.09% 81
2018
Q1 		– Sell
-9,917
Closed -$263K – 89
2017
Q4 		$263K Buy
9,917
+2,080
+27% +$52.7K 0.11% 70
2017
Q3 		$204K Buy
7,837
+74
+1% +$1.96K 0.09% 81
2017
Q2 		$210K Buy
7,763
+70
+0.9% +$1.9K 0.1% 74
2017
Q1 		$212K Sell
7,693
-459
-6% -$12.8K 0.11% 65
2016
Q4 		$220K Buy
+8,152
New +$212K 0.11% 68
2015
Q3 		– Sell
-8,721
Closed -$261K – 62
2015
Q2 		$261K Buy
+8,721
New +$285K 0.17% 50
2014
Q4 		– Sell
-4,963
Closed -$200K – 57
2014
Q3 		$200K Sell
4,963
-1,563
-24% -$61.3K 0.16% 52
2014
Q2 		$255K Buy
6,526
+386
+6% +$14.2K 0.2% 44
2014
Q1 		$213K Buy
6,140
+52
+0.9% +$1.72K 0.17% 47
2013
Q4 		$202K Buy
+6,088
New +$190K 0.16% 48
2013
Q3 		– Sell
-6,822
Closed -$212K – 48
2013
Q2 		$212K Buy
+6,822
New +$207K 0.19% 44

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
FI
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
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
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

BSW Wealth Partners's EPD Position: Q2 2026 in Review

BSW Wealth Partners reduced its Enterprise Products Partners (EPD) stake by 7.8% in Q2 2026, selling an estimated $54.3K and leaving 16,889 shares worth $621K. The position accounts for 0.07% of the portfolio, ranked #159.

BSW Wealth Partners first reported a position in EPD in Q2 2013 and has held it in 38 quarters since. The position peaked at $703K in Q1 2025. 644 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • BSW Wealth Partners held 16,889 shares of Enterprise Products Partners worth $621K as of Q2 2026.
  • BSW Wealth Partners sold 1,438 Enterprise Products Partners shares in Q2 2026, an estimated $54.3K.
  • Enterprise Products Partners made up 0.07% of BSW Wealth Partners's portfolio in Q2 2026, its #159 holding.
  • BSW Wealth Partners first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 38 quarters since.
  • BSW Wealth Partners's Enterprise Products Partners position peaked at $703K in Q1 2025.
  • 644 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.