Compass Financial Management
EPD icon

Compass Financial Management’s Enterprise Products Partners EPD Stock Holding History

Compass Financial 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 		$323K Sell
9,073
-875
-9% -$33.4K 0.03% 362
2026
Q2 		$374K Buy
+9,948
New +$375K 0.05% 314

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Compass Financial Management's EPD Position: Q3 2026 in Review

Compass Financial Management reduced its Enterprise Products Partners (EPD) stake by 8.8% in Q3 2026, selling an estimated $33.4K and leaving 9,073 shares worth $323K. The position accounts for 0.03% of the portfolio, ranked #362.

Compass Financial Management first reported a position in EPD in Q2 2026 and has held it in 2 quarters since. The position peaked at $374K in Q2 2026. 1,407 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Compass Financial Management held 9,073 shares of Enterprise Products Partners worth $323K as of Q3 2026.
  • Compass Financial Management sold 875 Enterprise Products Partners shares in Q3 2026, an estimated $33.4K.
  • Enterprise Products Partners made up 0.03% of Compass Financial Management's portfolio in Q3 2026, its #362 holding.
  • Compass Financial Management first reported a position in Enterprise Products Partners in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's Enterprise Products Partners position peaked at $374K in Q2 2026.
  • 1,407 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.