Financial Management Professionals’s Enterprise Products Partners EPD Stock Holding History

Financial Management Professionals’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	$182K	Hold	4,939	–	–	0.02%	182
2026 Q1	$187K	Hold	4,939	–	–	0.02%	155
2025 Q4	$158K	Hold	4,939	–	–	0.02%	163
2025 Q3	$154K	Buy	4,939 +2,246	+83%	+$70.9K	0.02%	169
2025 Q2	$83.5K	Sell	2,693 -100	-4%	-$3.12K	0.01%	209
2025 Q1	$95.3K	Hold	2,793	–	–	0.01%	196
2024 Q4	$87.6K	Hold	2,793	–	–	0.01%	206
2024 Q3	$81K	Hold	2,793	–	–	0.01%	208
2024 Q2	$81K	Sell	2,793 -33,559	-92%	-$962K	0.01%	211
2024 Q1	$1.06M	Buy	36,352 +33,659	+1,250%	+$924K	0.16%	54
2023 Q4	$71K	Hold	2,693	–	–	0.01%	220
2023 Q3	$74K	Hold	2,693	–	–	0.01%	202
2023 Q2	$71K	Sell	2,693 -2,814	-51%	-$73.6K	0.01%	229
2023 Q1	$143K	Buy	5,507 +1,363	+33%	+$35K	0.03%	156
2022 Q4	$100K	Hold	4,144	–	–	0.02%	158
2022 Q3	$99K	Sell	4,144 -167	-4%	-$4.31K	0.02%	151
2022 Q2	$105K	Hold	4,311	–	–	0.03%	151
2022 Q1	$111K	Buy	4,311 +167	+4%	+$4.05K	0.02%	153
2021 Q4	$91K	Hold	4,144	–	–	0.02%	184
2021 Q3	$90K	Sell	4,144 -2,871	-41%	-$65.2K	0.02%	162
2021 Q2	$169K	Buy	7,015 +85	+1%	+$2.01K	0.04%	93
2021 Q1	$153K	Buy	6,930 +390	+6%	+$8.57K	0.04%	89
2020 Q4	$128K	Hold	6,540	–	–	0.04%	98
2020 Q3	$103K	Hold	6,540	–	–	0.04%	103
2020 Q2	$119K	Buy	6,540 +2,396	+58%	+$42.8K	0.04%	78
2020 Q1	$59K	Hold	4,144	–	–	0.03%	81
2019 Q4	$117K	Hold	4,144	–	–	0.04%	64
2019 Q3	$118K	Buy	+4,144	New	+$121K	0.04%	64
2019 Q2	–	Hold	0	–	–	–	60
2019 Q1	–	Hold	0	–	–	–	56
2018 Q4	–	Hold	0	–	–	–	54
2018 Q3	–	Hold	0	–	–	–	57
2018 Q2	–	Sell	-4,144	Closed	-$113K	–	57
2018 Q1	$101K	Hold	4,144	–	–	0.05%	60
2017 Q4	$109K	Hold	4,144	–	–	0.05%	54
2017 Q3	$108K	Hold	4,144	–	–	0.05%	53
2017 Q2	$112K	Hold	4,144	–	–	0.05%	56
2017 Q1	$114K	Hold	4,144	–	–	0.06%	55
2016 Q4	$112K	Hold	4,144	–	–	0.06%	58
2016 Q3	$114K	Buy	4,144 +2,840	+218%	+$78.5K	0.06%	56
2016 Q2	$38K	Hold	1,304	–	–	0.02%	101
2016 Q1	$32K	Hold	1,304	–	–	0.02%	87
2015 Q4	$33K	Hold	1,304	–	–	0.02%	89
2015 Q3	$32K	Hold	1,304	–	–	0.02%	100
2015 Q2	$38K	Hold	1,304	–	–	0.02%	98
2015 Q1	$43K	Sell	1,304 -920	-41%	-$30.8K	0.02%	93
2014 Q4	$80K	Hold	2,224	–	–	0.04%	66
2014 Q3	$89K	Sell	2,224 -930	-29%	-$36.5K	0.06%	56
2014 Q2	$123K	Sell	3,154 -580	-16%	-$21.4K	0.08%	49
2014 Q1	$129K	Hold	3,734	–	–	0.09%	49
2013 Q4	$124K	Buy	3,734 +404	+12%	+$12.6K	0.08%	47
2013 Q3	$102K	Hold	3,330	–	–	0.06%	54
2013 Q2	$103K	Buy	+3,330	New	+$101K	0.08%	52

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Financial Management Professionals's EPD Position: Q2 2026 in Review

Financial Management Professionals held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 4,939 shares worth $182K. The position accounts for 0.02% of the portfolio, ranked #182.

Financial Management Professionals first reported a position in EPD in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.06M in Q1 2024. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Financial Management Professionals held 4,939 shares of Enterprise Products Partners worth $182K as of Q2 2026.
Financial Management Professionals left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.02% of Financial Management Professionals's portfolio in Q2 2026, its #182 holding.
Financial Management Professionals first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 48 quarters since.
Financial Management Professionals's Enterprise Products Partners position peaked at $1.06M in Q1 2024.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.