GIA
EPD icon

Gladstone Institutional Advisory’s Enterprise Products Partners EPD Stock Holding History

Gladstone Institutional Advisory’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 		$1.16M Buy
31,449
+11,668
+59% +$440K 0.04% 387
2026
Q1 		$749K Buy
19,781
+877
+5% +$31K 0.03% 447
2025
Q4 		$606K Buy
18,904
+446
+2% +$14.1K 0.02% 456
2025
Q3 		$577K Buy
18,458
+33
+0.2% +$1.04K 0.02% 478
2025
Q2 		$571K Sell
18,425
-14,938
-45% -$465K 0.02% 461
2025
Q1 		$1.14M Buy
33,363
+13,664
+69% +$455K 0.05% 309
2024
Q4 		$618K Sell
19,699
-737
-4% -$22.6K 0.03% 415
2024
Q3 		$595K Buy
20,436
+846
+4% +$24.7K 0.03% 407
2024
Q2 		$568K Sell
19,590
-2,624
-12% -$75.2K 0.03% 401
2024
Q1 		$648K Buy
22,214
+2,874
+15% +$78.9K 0.04% 366
2023
Q4 		$510K Sell
19,340
-67
-0.3% -$1.78K 0.03% 414
2023
Q3 		$531K Buy
19,407
+6,084
+46% +$163K 0.03% 375
2023
Q2 		$351K Buy
13,323
+1,598
+14% +$41.8K 0.02% 477
2023
Q1 		$304K Buy
11,725
+1,012
+9% +$26K 0.02% 517
2022
Q4 		$258K Buy
10,713
+566
+6% +$13.9K 0.02% 539
2022
Q3 		$241K Sell
10,147
-650
-6% -$16.8K 0.02% 543
2022
Q2 		$263K Buy
10,797
+1,390
+15% +$36.6K 0.02% 538
2022
Q1 		$243K Buy
+9,407
New +$228K 0.02% 611

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
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Gladstone Institutional Advisory's EPD Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Enterprise Products Partners (EPD) stake by 59% in Q2 2026, buying an estimated $440K and bringing the position to 31,449 shares worth $1.16M. The position accounts for 0.04% of the portfolio, ranked #387.

Gladstone Institutional Advisory first reported a position in EPD in Q1 2022 and has held it in 18 quarters since. 579 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Gladstone Institutional Advisory held 31,449 shares of Enterprise Products Partners worth $1.16M as of Q2 2026.
  • Gladstone Institutional Advisory bought 11,668 Enterprise Products Partners shares in Q2 2026, an estimated $440K.
  • Enterprise Products Partners made up 0.04% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #387 holding.
  • Gladstone Institutional Advisory first reported a position in Enterprise Products Partners in Q1 2022 and has held it in 18 quarters since.
  • 579 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.