Consilium Wealth Advisory’s Enterprise Products Partners EPD Stock Holding History

Consilium Wealth Advisory’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	$382K	Hold	10,730	–	–	0.11%	82
2026 Q2	$394K	Hold	10,730	–	–	0.12%	82
2026 Q1	$406K	Hold	10,730	–	–	0.14%	80
2025 Q4	$344K	Hold	10,730	–	–	0.13%	77
2025 Q3	$336K	Hold	10,730	–	–	0.13%	77
2025 Q2	$333K	Hold	10,730	–	–	0.14%	78
2025 Q1	$366K	Hold	10,730	–	–	0.18%	71
2024 Q4	$336K	Hold	10,730	–	–	0.16%	71
2024 Q3	$312K	Hold	10,730	–	–	0.17%	70
2024 Q2	$311K	Hold	10,730	–	–	0.17%	71
2024 Q1	$313K	Hold	10,730	–	–	0.18%	72
2023 Q4	$283K	Hold	10,730	–	–	0.17%	73
2023 Q3	$294K	Hold	10,730	–	–	0.21%	66
2023 Q2	$283K	Hold	10,730	–	–	0.2%	69
2023 Q1	$278K	Hold	10,730	–	–	0.24%	65
2022 Q4	$259K	Hold	10,730	–	–	0.22%	69
2022 Q3	$255K	Hold	10,730	–	–	0.28%	62
2022 Q2	$261K	Buy	10,730 +2,800	+35%	+$73.7K	0.28%	66
2022 Q1	$205K	Buy	+7,930	New	+$193K	0.15%	81

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Consilium Wealth Advisory's EPD Position: Q3 2026 in Review

Consilium Wealth Advisory held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 10,730 shares worth $382K. The position accounts for 0.11% of the portfolio, ranked #82.

Consilium Wealth Advisory first reported a position in EPD in Q1 2022 and has held it in 19 quarters since. The position peaked at $406K in Q1 2026. 1,086 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Consilium Wealth Advisory held 10,730 shares of Enterprise Products Partners worth $382K as of Q3 2026.
Consilium Wealth Advisory left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.11% of Consilium Wealth Advisory's portfolio in Q3 2026, its #82 holding.
Consilium Wealth Advisory first reported a position in Enterprise Products Partners in Q1 2022 and has held it in 19 quarters since.
Consilium Wealth Advisory's Enterprise Products Partners position peaked at $406K in Q1 2026.
1,086 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.