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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
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
Q4 		– Sell
-691,917
Closed -$26.2M – 564
2018
Q3 		$26.2M Buy
691,917
+498,643
+258% +$14.4M 0.33% 64
2018
Q2 		$7.06M Buy
193,274
+184,115
+2,010% +$5.04M 0.08% 256
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

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
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its Enterprise Products Partners (EPD) stake by 0.12% in Q2 2026, selling an estimated $1.4K and leaving 30,265 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #318.

Cornerstone Wealth Management first reported a position in EPD in Q1 2017 and has held it in 31 quarters since. The position peaked at $26.2M in Q3 2018. 527 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Cornerstone Wealth Management held 30,265 shares of Enterprise Products Partners worth $1.11M as of Q2 2026.
  • Cornerstone Wealth Management sold 37 Enterprise Products Partners shares in Q2 2026, an estimated $1.4K.
  • Enterprise Products Partners made up 0.05% of Cornerstone Wealth Management's portfolio in Q2 2026, its #318 holding.
  • Cornerstone Wealth Management first reported a position in Enterprise Products Partners in Q1 2017 and has held it in 31 quarters since.
  • Cornerstone Wealth Management's Enterprise Products Partners position peaked at $26.2M in Q3 2018.
  • 527 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.