Diversify Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Diversify Advisory Services’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	$752K	Sell	21,128 -7,605	-26%	-$290K	0.01%	768
2026 Q2	$1.1M	Buy	+28,733	New	+$1.08M	0.02%	598
2026 Q1	–	Sell	-12,003	Closed	-$395K	–	417
2025 Q4	$395K	Buy	12,003 +46	+0.4%	+$1.45K	0.01%	678
2025 Q3	$365K	Sell	11,957 -489	-4%	-$15.4K	0.01%	660
2025 Q2	$390K	Buy	12,446 +310	+3%	+$9.7K	0.01%	615
2025 Q1	$374K	Buy	12,136 +38	+0.3%	+$1.27K	0.02%	427
2024 Q4	$389K	Sell	12,098 -1,549	-11%	-$47.6K	0.02%	419
2024 Q3	$395K	Buy	13,647 +45	+0.3%	+$1.31K	0.02%	423
2024 Q2	$397K	Buy	13,602 +1,673	+14%	+$48K	0.02%	425
2024 Q1	$350K	Buy	+11,929	New	+$328K	0.02%	501

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

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

Diversify Advisory Services's EPD Position: Q3 2026 in Review

Diversify Advisory Services reduced its Enterprise Products Partners (EPD) stake by 26% in Q3 2026, selling an estimated $290K and leaving 21,128 shares worth $752K. The position accounts for 0.01% of the portfolio, ranked #768.

Diversify Advisory Services first reported a position in EPD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.1M in Q2 2026. 403 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Diversify Advisory Services held 21,128 shares of Enterprise Products Partners worth $752K as of Q3 2026.
Diversify Advisory Services sold 7,605 Enterprise Products Partners shares in Q3 2026, an estimated $290K.
Enterprise Products Partners made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #768 holding.
Diversify Advisory Services first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 10 quarters since.
Diversify Advisory Services's Enterprise Products Partners position peaked at $1.1M in Q2 2026.
403 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.