Financial Synergies Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Financial Synergies Wealth Advisors’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	$710K	Buy	19,325 +1,022	+6%	+$38.6K	0.06%	74
2026 Q1	$693K	Buy	+18,303	New	+$648K	0.07%	71
2023 Q4	–	Sell	-3,604	Closed	-$98.6K	–	490
2023 Q3	$98.6K	Hold	3,604	–	–	0.01%	86
2023 Q2	$95K	Hold	3,604	–	–	0.01%	85
2023 Q1	$93.3K	Buy	+3,604	New	+$92.6K	0.01%	86
2019 Q2	–	Sell	-7,535	Closed	-$219K	–	30
2019 Q1	$219K	Buy	+7,535	New	+$210K	0.12%	27

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Financial Synergies Wealth Advisors's EPD Position: Q2 2026 in Review

Financial Synergies Wealth Advisors increased its Enterprise Products Partners (EPD) stake by 5.6% in Q2 2026, buying an estimated $38.6K and bringing the position to 19,325 shares worth $710K. The position accounts for 0.06% of the portfolio, ranked #74.

Financial Synergies Wealth Advisors first reported a position in EPD in Q1 2019 and has held it in 6 quarters since. 665 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Financial Synergies Wealth Advisors held 19,325 shares of Enterprise Products Partners worth $710K as of Q2 2026.
Financial Synergies Wealth Advisors bought 1,022 Enterprise Products Partners shares in Q2 2026, an estimated $38.6K.
Enterprise Products Partners made up 0.06% of Financial Synergies Wealth Advisors's portfolio in Q2 2026, its #74 holding.
Financial Synergies Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2019 and has held it in 6 quarters since.
665 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.