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

Cyndeo 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	$983K	Sell	26,744 -3,043	-10%	-$115K	0.05%	263
2026 Q1	$1.13M	Sell	29,787 -97,169	-77%	-$3.44M	0.06%	225
2025 Q4	$4.07M	Buy	126,956 +965	+0.8%	+$30.5K	0.22%	109
2025 Q3	$3.94M	Sell	125,991 -4,802	-4%	-$151K	0.22%	108
2025 Q2	$4.06M	Sell	130,793 -2,565	-2%	-$79.9K	0.24%	109
2025 Q1	$4.55M	Buy	133,358 +22,202	+20%	+$739K	0.3%	99
2024 Q4	$3.49M	Buy	111,156 +269	+0.2%	+$8.26K	0.24%	109
2024 Q3	$3.23M	Buy	110,887 +289	+0.3%	+$8.44K	0.23%	121
2024 Q2	$3.21M	Buy	110,598 +4,766	+5%	+$137K	0.25%	116
2024 Q1	$3.09M	Buy	105,832 +32,148	+44%	+$883K	0.26%	112
2023 Q4	$1.94M	Sell	73,684 -467	-0.6%	-$12.4K	0.18%	145
2023 Q3	$2.03M	Sell	74,151 -16,647	-18%	-$445K	0.21%	124
2023 Q2	$2.39M	Sell	90,798 -819	-0.9%	-$21.4K	0.25%	110
2023 Q1	$2.37M	Buy	91,617 +3,742	+4%	+$96.1K	0.26%	112
2022 Q4	$2.12M	Buy	+87,875	New	+$2.16M	0.25%	122

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

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

Cyndeo Wealth Partners reduced its Enterprise Products Partners (EPD) stake by 10% in Q2 2026, selling an estimated $115K and leaving 26,744 shares worth $983K. The position accounts for 0.05% of the portfolio, ranked #263.

Cyndeo Wealth Partners first reported a position in EPD in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.55M in Q1 2025. 377 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Cyndeo Wealth Partners held 26,744 shares of Enterprise Products Partners worth $983K as of Q2 2026.
Cyndeo Wealth Partners sold 3,043 Enterprise Products Partners shares in Q2 2026, an estimated $115K.
Enterprise Products Partners made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #263 holding.
Cyndeo Wealth Partners first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's Enterprise Products Partners position peaked at $4.55M in Q1 2025.
377 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.