FCH
EPD icon

Freestone Capital Holdings’s Enterprise Products Partners EPD Stock Holding History

Freestone Capital Holdings’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 		$894K Buy
24,332
+11,018
+83% +$416K 0.02% 278
2026
Q1 		$504K Buy
13,314
+1,316
+11% +$46.6K 0.02% 338
2025
Q4 		$385K Buy
11,998
+572
+5% +$18.1K 0.01% 386
2025
Q3 		$357K Buy
11,426
+1,931
+20% +$60.9K 0.01% 401
2025
Q2 		$294K Buy
9,495
+2,342
+33% +$73K 0.01% 365
2025
Q1 		$244K Hold
7,153
– – 0.01% 391
2024
Q4 		$224K Hold
7,153
– – 0.01% 405
2024
Q3 		$208K Sell
7,153
-1,890
-21% -$55.2K 0.01% 413
2024
Q2 		$262K Buy
9,043
+401
+5% +$11.5K 0.01% 403
2024
Q1 		$252K Buy
+8,642
New +$237K 0.01% 396
2023
Q4 		– Sell
-13,403
Closed -$367K – 412
2023
Q3 		$367K Buy
13,403
+125
+0.9% +$3.34K 0.02% 275
2023
Q2 		$350K Sell
13,278
-75
-0.6% -$1.96K 0.01% 292
2023
Q1 		$346K Buy
13,353
+120
+0.9% +$3.08K 0.02% 282
2022
Q4 		$319K Sell
13,233
-1,879
-12% -$46.3K 0.01% 286
2022
Q3 		$359K Buy
15,112
+110
+0.7% +$2.84K 0.02% 278
2022
Q2 		$366K Buy
15,002
+109
+0.7% +$2.87K 0.01% 313
2022
Q1 		$384K Buy
14,893
+239
+2% +$5.8K 0.02% 419
2021
Q4 		$322K Buy
14,654
+1,640
+13% +$36.8K 0.01% 388
2021
Q3 		$282K Buy
13,014
+200
+2% +$4.54K 0.01% 358
2021
Q2 		$309K Hold
12,814
– – 0.02% 339
2021
Q1 		$282K Buy
12,814
+153
+1% +$3.36K 0.02% 337
2020
Q4 		$248K Sell
12,661
-32,029
-72% -$596K 0.01% 318
2020
Q3 		$706K Sell
44,690
-1,740
-4% -$30.5K 0.05% 204
2020
Q2 		$844 Buy
46,430
+15,150
+48% +$271K 0.01% 206
2020
Q1 		$447 Sell
31,280
-14,219
-31% -$330K 0.01% 262
2019
Q4 		$1.28K Sell
45,499
-5,463
-11% -$148K 0.03% 232
2019
Q3 		$1.46K Sell
50,962
-9,210
-15% -$268K 0.04% 207
2019
Q2 		$1.74K Sell
60,172
-106,765
-64% -$3.08M 0.04% 174
2019
Q1 		$4.86M Sell
166,937
-735
-0.4% -$20.5K 0.29% 99
2018
Q4 		$4.12M Sell
167,672
-34,393
-17% -$921K 0.28% 101
2018
Q3 		$5.8M Sell
202,065
-22,066
-10% -$638K 0.04% 92
2018
Q2 		$6.2M Buy
224,131
+4,117
+2% +$113K 0.04% 90
2018
Q1 		$5.39M Buy
220,014
+3,068
+1% +$81.7K 0.31% 87
2017
Q4 		$5.75M Buy
216,946
+4,081
+2% +$103K 0.4% 65
2017
Q3 		$5.55M Buy
212,865
+16,302
+8% +$431K 0.39% 68
2017
Q2 		$5.32M Buy
196,563
+10,484
+6% +$284K 0.41% 56
2017
Q1 		$5.14M Buy
186,079
+22,175
+14% +$619K 0.4% 51
2016
Q4 		$4.43M Buy
163,904
+8,051
+5% +$210K 0.38% 56
2016
Q3 		$4.31M Buy
155,853
+2,345
+2% +$64.8K 0.39% 53
2016
Q2 		$4.49M Buy
153,508
+14,580
+10% +$391K 0.44% 43
2016
Q1 		$3.42M Buy
138,928
+80,556
+138% +$1.88M 0.36% 55
2015
Q4 		$1.49M Sell
58,372
-98,338
-63% -$2.56M 0.15% 101
2015
Q3 		$3.9M Buy
+156,710
New +$4.35M 0.42% 38

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Freestone Capital Holdings's EPD Position: Q2 2026 in Review

Freestone Capital Holdings increased its Enterprise Products Partners (EPD) stake by 83% in Q2 2026, buying an estimated $416K and bringing the position to 24,332 shares worth $894K. The position accounts for 0.02% of the portfolio, ranked #278.

Freestone Capital Holdings first reported a position in EPD in Q3 2015 and has held it in 43 quarters since. The position peaked at $6.2M in Q2 2018. 1,064 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Freestone Capital Holdings held 24,332 shares of Enterprise Products Partners worth $894K as of Q2 2026.
  • Freestone Capital Holdings bought 11,018 Enterprise Products Partners shares in Q2 2026, an estimated $416K.
  • Enterprise Products Partners made up 0.02% of Freestone Capital Holdings's portfolio in Q2 2026, its #278 holding.
  • Freestone Capital Holdings first reported a position in Enterprise Products Partners in Q3 2015 and has held it in 43 quarters since.
  • Freestone Capital Holdings's Enterprise Products Partners position peaked at $6.2M in Q2 2018.
  • 1,064 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.