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

Chemistry 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 		$230K Hold
6,257
– – 0.04% 194
2026
Q1 		$237K Sell
6,257
-1,577
-20% -$55.8K 0.04% 187
2025
Q4 		$251K Hold
7,834
– – 0.05% 173
2025
Q3 		$245K Sell
7,834
-3,315
-30% -$105K 0.05% 180
2025
Q2 		$346K Buy
11,149
+963
+9% +$30K 0.07% 133
2025
Q1 		$348K Sell
10,186
-295
-3% -$9.82K 0.08% 124
2024
Q4 		$329K Buy
10,481
+117
+1% +$3.59K 0.08% 132
2024
Q3 		$302K Buy
+10,364
New +$303K 0.07% 135

Other funds holding EPD

AA
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
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

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

Chemistry Wealth Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 6,257 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #194.

Chemistry Wealth Management first reported a position in EPD in Q3 2024 and has held it in 8 quarters since. The position peaked at $348K in Q1 2025. 817 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Chemistry Wealth Management held 6,257 shares of Enterprise Products Partners worth $230K as of Q2 2026.
  • Chemistry Wealth Management left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.04% of Chemistry Wealth Management's portfolio in Q2 2026, its #194 holding.
  • Chemistry Wealth Management first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 8 quarters since.
  • Chemistry Wealth Management's Enterprise Products Partners position peaked at $348K in Q1 2025.
  • 817 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.