FG
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Foster Group’s Enterprise Products Partners EPD Stock Holding History

Foster 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 		– Sell
-11,188
Closed -$423K – 323
2026
Q1 		$423K Buy
11,188
+7
+0.1% +$248 0.01% 178
2025
Q4 		$358K Buy
+11,181
New +$354K 0.01% 187

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
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
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Foster Group's EPD Position: Q2 2026 in Review

Foster Group sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 11,188 shares — an estimated $423K sold.

Foster Group first reported a position in EPD in Q4 2025 and held it in 2 quarters. The position peaked at $423K in Q1 2026. 300 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Foster Group reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • Foster Group sold 11,188 Enterprise Products Partners shares in Q2 2026, an estimated $423K.
  • Foster Group first reported a position in Enterprise Products Partners in Q4 2025 and held it in 2 quarters.
  • Foster Group's Enterprise Products Partners position peaked at $423K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.