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

Cornerstone 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
Q3 		$764K Sell
21,467
-8,798
-29% -$336K 0.03% 390
2026
Q2 		$1.11M Sell
30,265
-37
-0.1% -$1.4K 0.05% 318
2026
Q1 		$1.15M Sell
30,302
-14
-0% -$496 0.06% 290
2025
Q4 		$972K Buy
30,316
+4,808
+19% +$152K 0.05% 295
2025
Q3 		$798K Sell
25,508
-275
-1% -$8.68K 0.04% 321
2025
Q2 		$800K Buy
25,783
+1,992
+8% +$62.1K 0.05% 312
2025
Q1 		$812K Buy
23,791
+813
+4% +$27.1K 0.06% 283
2024
Q4 		$721K Buy
22,978
+760
+3% +$23.3K 0.05% 292
2024
Q3 		$647K Sell
22,218
-105
-0.5% -$3.07K 0.05% 297
2024
Q2 		$647K Sell
22,323
-320
-1% -$9.18K 0.05% 276
2024
Q1 		$661K Sell
22,643
-2,600
-10% -$71.4K 0.05% 278
2023
Q4 		$665K Sell
25,243
-7,218
-22% -$192K 0.06% 263
2023
Q3 		$888K Buy
32,461
+2,997
+10% +$80.2K 0.08% 201
2023
Q2 		$776K Buy
29,464
+18,617
+172% +$487K 0.07% 224
2023
Q1 		$281K Buy
+10,847
New +$279K 0.03% 384
2022
Q3 		$232K Buy
9,774
+552
+6% +$14.2K 0.03% 395
2022
Q2 		$225K Buy
+9,222
New +$243K 0.02% 405
2021
Q4 		– Sell
-9,397
Closed -$203K – 508
2021
Q3 		$203K Buy
9,397
+201
+2% +$4.57K 0.02% 437
2021
Q2 		$222K Sell
9,196
-328
-3% -$7.76K 0.02% 427
2021
Q1 		$210K Buy
+9,524
New +$209K 0.02% 427
2020
Q2 		– Sell
-15,281
Closed -$219K – 388
2020
Q1 		$219K Buy
15,281
+2,950
+24% +$68.5K 0.04% 310
2019
Q4 		$347K Sell
12,331
-1,464
-11% -$39.7K 0.06% 248
2019
Q3 		$394K Buy
13,795
+1,400
+11% +$40.8K 0.07% 238
2019
Q2 		$357K Buy
12,395
+5,171
+72% +$149K 0.06% 248
2019
Q1 		$267K Buy
+7,224
New +$202K 0.03% 416
2018
Q1 		$225K Buy
9,159
+180
+2% +$4.79K 0.04% 339
2017
Q4 		$249K Sell
8,979
-17,230
-66% -$436K 0.05% 338
2017
Q3 		$693K Sell
26,209
-3,830
-13% -$101K 0.14% 145
2017
Q2 		$817K Buy
30,039
+45
+0.2% +$1.22K 0.18% 117
2017
Q1 		$826K Buy
+29,994
New +$838K 0.2% 103

Other funds holding EPD

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Paralel Advisors
Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Cornerstone Wealth Management's EPD Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its Enterprise Products Partners (EPD) stake by 29% in Q3 2026, selling an estimated $336K and leaving 21,467 shares worth $764K. The position accounts for 0.03% of the portfolio, ranked #390.

Cornerstone Wealth Management first reported a position in EPD in Q1 2017 and has held it in 30 quarters since. The position peaked at $1.15M in Q1 2026. 1,111 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Cornerstone Wealth Management held 21,467 shares of Enterprise Products Partners worth $764K as of Q3 2026.
  • Cornerstone Wealth Management sold 8,798 Enterprise Products Partners shares in Q3 2026, an estimated $336K.
  • Enterprise Products Partners made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #390 holding.
  • Cornerstone Wealth Management first reported a position in Enterprise Products Partners in Q1 2017 and has held it in 30 quarters since.
  • Cornerstone Wealth Management's Enterprise Products Partners position peaked at $1.15M in Q1 2026.
  • 1,111 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.