Curated Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Curated Wealth Partners’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	–	Sell	-27,670	Closed	-$1.05M	–	851
2026 Q1	$1.05M	Hold	27,670	–	–	0.13%	63
2025 Q4	$887K	Hold	27,670	–	–	0.1%	79
2025 Q3	$865K	Hold	27,670	–	–	0.1%	69
2025 Q2	$858K	Hold	27,670	–	–	0.1%	66
2025 Q1	$945K	Hold	27,670	–	–	0.12%	58
2024 Q4	$868K	Buy	27,670 +11,000	+66%	+$338K	0.1%	57
2024 Q3	$485K	Hold	16,670	–	–	0.06%	80
2024 Q2	$483K	Buy	+16,670	New	+$478K	0.07%	80
2024 Q1	–	Sell	-16,670	Closed	-$458K	–	183
2023 Q4	$439K	Hold	16,670	–	–	0.07%	95
2023 Q3	$456K	Hold	16,670	–	–	0.08%	82
2023 Q2	$439K	Hold	16,670	–	–	0.09%	76
2023 Q1	$432K	Hold	16,670	–	–	0.1%	75
2022 Q4	$402K	Hold	16,670	–	–	0.1%	76
2022 Q3	$396K	Hold	16,670	–	–	0.12%	76
2022 Q2	$406K	Hold	16,670	–	–	0.12%	78
2022 Q1	$366K	Hold	16,670	–	–	0.12%	91
2021 Q4	$366K	Sell	16,670 -45,010	-73%	-$1.01M	0.12%	94
2021 Q3	$1.33M	Hold	61,680	–	–	0.75%	22
2021 Q2	$1.49M	Hold	61,680	–	–	0.81%	20
2021 Q1	$1.36M	Hold	61,680	–	–	0.83%	22
2020 Q4	$1.21M	Buy	+61,680	New	+$1.15M	0.78%	26

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Curated Wealth Partners's EPD Position: Q2 2026 in Review

Curated Wealth Partners sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 27,670 shares — an estimated $1.05M sold.

Curated Wealth Partners first reported a position in EPD in Q4 2020 and held it in 21 quarters. The position peaked at $1.49M in Q2 2021. 579 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Curated Wealth Partners reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
Curated Wealth Partners sold 27,670 Enterprise Products Partners shares in Q2 2026, an estimated $1.05M.
Curated Wealth Partners first reported a position in Enterprise Products Partners in Q4 2020 and held it in 21 quarters.
Curated Wealth Partners's Enterprise Products Partners position peaked at $1.49M in Q2 2021.
579 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.