Garton & Associates Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$412K Buy
11,208
+4,267
+61% +$161K 0.93% 22
2026
Q1
$263K Sell
6,941
-5,105
-42% -$181K 0.21% 88
2025
Q4
$386K Buy
+12,046
New +$381K 0.22% 79

Other funds holding EPD

Garton & Associates Financial Advisors's EPD Position: Q2 2026 in Review

Garton & Associates Financial Advisors increased its Enterprise Products Partners (EPD) stake by 61% in Q2 2026, buying an estimated $161K and bringing the position to 11,208 shares worth $412K. The position accounts for 0.93% of the portfolio, ranked #22.

Garton & Associates Financial Advisors first reported a position in EPD in Q4 2025 and has held it in 3 quarters since. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Garton & Associates Financial Advisors held 11,208 shares of Enterprise Products Partners worth $412K as of Q2 2026.
  • Garton & Associates Financial Advisors bought 4,267 Enterprise Products Partners shares in Q2 2026, an estimated $161K.
  • Enterprise Products Partners made up 0.93% of Garton & Associates Financial Advisors's portfolio in Q2 2026, its #22 holding.
  • Garton & Associates Financial Advisors first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 3 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.