EWM
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Empirical Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Empirical 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 		$511K Sell
13,908
-3,886
-22% -$147K 0.01% 668
2026
Q1 		$673K Buy
17,794
+2,942
+20% +$104K 0.01% 464
2025
Q4 		$476K Buy
14,852
+294
+2% +$9.3K 0.01% 532
2025
Q3 		$455K Sell
14,558
-4,795
-25% -$151K 0.01% 495
2025
Q2 		$600K Buy
19,353
+347
+2% +$10.8K 0.01% 393
2025
Q1 		$649K Sell
19,006
-183
-1% -$6.09K 0.02% 358
2024
Q4 		$602K Buy
19,189
+4,750
+33% +$146K 0.02% 355
2024
Q3 		$420K Sell
14,439
-1,923
-12% -$56.2K 0.01% 400
2024
Q2 		$474K Buy
16,362
+1,237
+8% +$35.5K 0.01% 372
2024
Q1 		$441K Buy
15,125
+4,468
+42% +$123K 0.01% 362
2023
Q4 		$281K Sell
10,657
-1,312
-11% -$35K 0.01% 410
2023
Q3 		$328K Buy
11,969
+386
+3% +$10.3K 0.01% 357
2023
Q2 		$305K Buy
+11,583
New +$303K 0.01% 369
2020
Q1 		– Sell
-17,511
Closed -$493K – 337
2019
Q4 		$493K Buy
17,511
+3,049
+21% +$82.6K 0.05% 192
2019
Q3 		$413K Buy
+14,462
New +$421K 0.05% 195

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
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
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

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

Empirical Wealth Management reduced its Enterprise Products Partners (EPD) stake by 22% in Q2 2026, selling an estimated $147K and leaving 13,908 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #668.

Empirical Wealth Management first reported a position in EPD in Q3 2019 and has held it in 15 quarters since. The position peaked at $673K in Q1 2026. 706 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Empirical Wealth Management held 13,908 shares of Enterprise Products Partners worth $511K as of Q2 2026.
  • Empirical Wealth Management sold 3,886 Enterprise Products Partners shares in Q2 2026, an estimated $147K.
  • Enterprise Products Partners made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #668 holding.
  • Empirical Wealth Management first reported a position in Enterprise Products Partners in Q3 2019 and has held it in 15 quarters since.
  • Empirical Wealth Management's Enterprise Products Partners position peaked at $673K in Q1 2026.
  • 706 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.