Fortitude Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Fortitude Advisory Group’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	$689K	Buy	18,730 +492	+3%	+$18.6K	0.26%	84
2026 Q1	$690K	Buy	18,238 +19	+0.1%	+$672	0.31%	69
2025 Q4	$584K	Buy	18,219 +942	+5%	+$29.8K	0.25%	71
2025 Q3	$540K	Buy	17,277 +22	+0.1%	+$694	0.29%	74
2025 Q2	$535K	Buy	17,255 +21	+0.1%	+$654	0.31%	65
2025 Q1	$525K	Buy	17,234 +1,014	+6%	+$33.8K	0.38%	54
2024 Q4	$509K	Buy	16,220 +71	+0.4%	+$2.18K	0.31%	64
2024 Q3	$470K	Buy	16,149 +105	+0.7%	+$3.07K	0.3%	76
2024 Q2	$465K	Buy	16,044 +1,319	+9%	+$37.8K	0.28%	70
2024 Q1	$430K	Buy	14,725 +3,729	+34%	+$102K	0.24%	91
2023 Q4	$290K	Buy	10,996 +1,921	+21%	+$51.2K	0.18%	139
2023 Q3	$248K	Buy	9,075 +1,201	+15%	+$32.1K	0.17%	142
2023 Q2	$207K	Buy	7,874 +114	+1%	+$2.98K	0.15%	176
2023 Q1	$201K	Buy	+7,760	New	+$199K	0.16%	190
2022 Q2	–	Sell	-585	Closed	-$15K	–	529
2022 Q1	$15K	Buy	585 +235	+67%	+$5.71K	0.01%	919
2021 Q4	$8K	Buy	+350	New	+$7.85K	﹤0.01%	1090

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

Fortitude Advisory Group's EPD Position: Q2 2026 in Review

Fortitude Advisory Group increased its Enterprise Products Partners (EPD) stake by 2.7% in Q2 2026, buying an estimated $18.6K and bringing the position to 18,730 shares worth $689K. The position accounts for 0.26% of the portfolio, ranked #84.

Fortitude Advisory Group first reported a position in EPD in Q4 2021 and has held it in 16 quarters since. The position peaked at $690K in Q1 2026. 666 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Fortitude Advisory Group held 18,730 shares of Enterprise Products Partners worth $689K as of Q2 2026.
Fortitude Advisory Group bought 492 Enterprise Products Partners shares in Q2 2026, an estimated $18.6K.
Enterprise Products Partners made up 0.26% of Fortitude Advisory Group's portfolio in Q2 2026, its #84 holding.
Fortitude Advisory Group first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 16 quarters since.
Fortitude Advisory Group's Enterprise Products Partners position peaked at $690K in Q1 2026.
666 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.