Cornerstone Planning Group
EPD icon

Cornerstone Planning Group’s Enterprise Products Partners EPD Stock Holding History

Cornerstone Planning Group’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 		– Sell
-566
Closed -$22K – 627
2026
Q2 		$22K Buy
566
+8
+1% +$302 ﹤0.01% 651
2026
Q1 		$21.5K Buy
+558
New +$19.8K ﹤0.01% 641

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Cornerstone Planning Group's EPD Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Enterprise Products Partners (EPD) in Q3 2026, closing a stake of 566 shares — an estimated $22K sold.

Cornerstone Planning Group first reported a position in EPD in Q1 2026 and held it in 2 quarters. The position peaked at $22K in Q2 2026. 484 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Enterprise Products Partners position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 566 Enterprise Products Partners shares in Q3 2026, an estimated $22K.
  • Cornerstone Planning Group first reported a position in Enterprise Products Partners in Q1 2026 and held it in 2 quarters.
  • Cornerstone Planning Group's Enterprise Products Partners position peaked at $22K in Q2 2026.
  • 484 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.