CAC
EPD icon

Certified Advisory Corp’s Enterprise Products Partners EPD Stock Holding History

Certified Advisory Corp’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 		$4.26M Buy
115,799
+7,320
+7% +$276K 0.34% 77
2026
Q1 		$4.1M Buy
108,479
+19,135
+21% +$677K 0.37% 74
2025
Q4 		$2.86M Buy
89,344
+1,429
+2% +$45.2K 0.26% 94
2025
Q3 		$2.75M Buy
87,915
+6,286
+8% +$198K 0.26% 93
2025
Q2 		$2.53M Buy
81,629
+15,109
+23% +$471K 0.26% 95
2025
Q1 		$2.27M Buy
66,520
+18,198
+38% +$606K 0.26% 101
2024
Q4 		$1.52M Buy
48,322
+25,245
+109% +$775K 0.16% 121
2024
Q3 		$672K Buy
23,077
+9,388
+69% +$274K 0.07% 172
2024
Q2 		$397K Buy
13,689
+1,107
+9% +$31.7K 0.05% 202
2024
Q1 		$367K Buy
12,582
+830
+7% +$22.8K 0.05% 201
2023
Q4 		$310K Buy
11,752
+2,459
+26% +$65.5K 0.05% 215
2023
Q3 		$254K Sell
9,293
-151
-2% -$4.04K 0.05% 204
2023
Q2 		$249K Buy
9,444
+113
+1% +$2.95K 0.05% 204
2023
Q1 		$242K Buy
9,331
+51
+0.5% +$1.31K 0.04% 216
2022
Q4 		$224K Buy
+9,280
New +$228K 0.04% 216
2022
Q2 		– Sell
-7,825
Closed -$202K – 239
2022
Q1 		$202K Buy
+7,825
New +$190K 0.04% 210
2021
Q2 		– Sell
-5,793
Closed -$128K – 359
2021
Q1 		$128K Buy
+5,793
New +$127K 0.03% 227
2020
Q2 		$133K Sell
7,308
-161
-2% -$2.88K 0.04% 205
2020
Q1 		$107K Sell
7,469
-7,900
-51% -$183K 0.04% 207
2019
Q4 		$433K Buy
15,369
+6,345
+70% +$172K 0.14% 127
2019
Q3 		$258K Buy
9,024
+2,045
+29% +$59.5K 0.09% 164
2019
Q2 		$201K Sell
6,979
-3,157
-31% -$91K 0.07% 174
2019
Q1 		$295K Buy
10,136
+220
+2% +$6.14K 0.12% 133
2018
Q4 		$244K Buy
9,916
+521
+6% +$13.9K 0.13% 131
2018
Q3 		$270K Buy
9,395
+19
+0.2% +$549 0.12% 132
2018
Q2 		$260K Buy
9,376
+2,045
+28% +$55.9K 0.14% 122
2018
Q1 		$179K Buy
7,331
+4,403
+150% +$117K 0.11% 146
2017
Q4 		$77K Buy
+2,928
New +$74.1K 0.06% 183

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
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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Certified Advisory Corp's EPD Position: Q2 2026 in Review

Certified Advisory Corp increased its Enterprise Products Partners (EPD) stake by 6.7% in Q2 2026, buying an estimated $276K and bringing the position to 115,799 shares worth $4.26M. The position accounts for 0.34% of the portfolio, ranked #77.

Certified Advisory Corp first reported a position in EPD in Q4 2017 and has held it in 28 quarters since. 579 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Certified Advisory Corp held 115,799 shares of Enterprise Products Partners worth $4.26M as of Q2 2026.
  • Certified Advisory Corp bought 7,320 Enterprise Products Partners shares in Q2 2026, an estimated $276K.
  • Enterprise Products Partners made up 0.34% of Certified Advisory Corp's portfolio in Q2 2026, its #77 holding.
  • Certified Advisory Corp first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 28 quarters since.
  • 579 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.