Cresta Advisors’s Enterprise Products Partners EPD Stock Holding History

Cresta Advisors’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	$1.75M	Buy	49,217 +703	+1%	+$26.8K	0.76%	24
2026 Q2	$1.78M	Buy	48,514 +7,087	+17%	+$267K	0.64%	27
2026 Q1	$1.57M	Buy	41,427 +608	+1%	+$21.5K	0.64%	27
2025 Q4	$1.31M	Sell	40,819 -627	-2%	-$19.8K	0.55%	28
2025 Q3	$1.3M	Buy	41,446 +672	+2%	+$21.2K	0.58%	27
2025 Q2	$1.26M	Buy	40,774 +9,646	+31%	+$301K	0.62%	26
2025 Q1	$1.06M	Buy	31,128 +1,051	+3%	+$35K	0.55%	30
2024 Q4	$876K	Hold	30,077	–	–	0.46%	30
2024 Q3	$876K	Buy	30,077 +507	+2%	+$14.8K	0.46%	30
2024 Q2	$857K	Buy	29,570 +1,799	+6%	+$51.6K	0.51%	28
2024 Q1	$810K	Buy	27,771 +521	+2%	+$14.3K	0.51%	30
2023 Q4	$718K	Buy	27,250 +609	+2%	+$16.2K	0.48%	32
2023 Q3	$729K	Buy	26,641 +491	+2%	+$13.1K	0.56%	29
2023 Q2	$689K	Buy	26,150 +484	+2%	+$12.7K	0.54%	30
2023 Q1	$665K	Buy	25,666 +1,065	+4%	+$27.4K	0.52%	24
2022 Q4	$593K	Buy	24,601 +949	+4%	+$23.4K	0.52%	20
2022 Q3	$562K	Buy	+23,652	New	+$610K	0.69%	19

Other funds holding EPD

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

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Cresta Advisors's EPD Position: Q3 2026 in Review

Cresta Advisors increased its Enterprise Products Partners (EPD) stake by 1.4% in Q3 2026, buying an estimated $26.8K and bringing the position to 49,217 shares worth $1.75M. The position accounts for 0.76% of the portfolio, ranked #24.

Cresta Advisors first reported a position in EPD in Q3 2022 and has held it in 17 quarters since. The position peaked at $1.78M in Q2 2026. 318 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Cresta Advisors held 49,217 shares of Enterprise Products Partners worth $1.75M as of Q3 2026.
Cresta Advisors bought 703 Enterprise Products Partners shares in Q3 2026, an estimated $26.8K.
Enterprise Products Partners made up 0.76% of Cresta Advisors's portfolio in Q3 2026, its #24 holding.
Cresta Advisors first reported a position in Enterprise Products Partners in Q3 2022 and has held it in 17 quarters since.
Cresta Advisors's Enterprise Products Partners position peaked at $1.78M in Q2 2026.
318 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Cresta Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.