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HB Wealth Management’s Enterprise Products Partners EPD Stock Holding History

HB Wealth Management’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 		$6.04M Buy
164,218
+12,763
+8% +$482K 0.03% 246
2026
Q1 		$5.73M Buy
151,455
+4,899
+3% +$173K 0.04% 239
2025
Q4 		$4.7M Buy
146,556
+10,383
+8% +$328K 0.03% 256
2025
Q3 		$4.26M Buy
136,173
+17,691
+15% +$558K 0.03% 272
2025
Q2 		$3.67M Sell
118,482
-24,432
-17% -$761K 0.03% 266
2025
Q1 		$4.88M Buy
142,914
+28,393
+25% +$946K 0.04% 235
2024
Q4 		$3.59M Sell
114,521
-4,708
-4% -$145K 0.04% 202
2024
Q3 		$3.47M Buy
119,229
+5,196
+5% +$152K 0.04% 200
2024
Q2 		$3.3M Buy
114,033
+8,972
+9% +$257K 0.04% 192
2024
Q1 		$3.07M Sell
105,061
-4,427
-4% -$122K 0.04% 191
2023
Q4 		$2.89M Buy
109,488
+4,095
+4% +$109K 0.04% 182
2023
Q3 		$2.88M Sell
105,393
-1,807
-2% -$48.3K 0.05% 167
2023
Q2 		$2.82M Buy
107,200
+1,959
+2% +$51.2K 0.05% 169
2023
Q1 		$2.73M Buy
105,241
+2,426
+2% +$62.3K 0.05% 166
2022
Q4 		$2.48M Buy
102,815
+4,471
+5% +$110K 0.05% 176
2022
Q3 		$2.34M Buy
98,344
+7,215
+8% +$186K 0.05% 163
2022
Q2 		$2.22M Sell
91,129
-4,301
-5% -$113K 0.05% 163
2022
Q1 		$2.46M Buy
95,430
+5,950
+7% +$144K 0.05% 161
2021
Q4 		$1.97M Buy
+89,480
New +$2.01M 0.04% 163

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

HB Wealth Management's EPD Position: Q2 2026 in Review

HB Wealth Management increased its Enterprise Products Partners (EPD) stake by 8.4% in Q2 2026, buying an estimated $482K and bringing the position to 164,218 shares worth $6.04M. The position accounts for 0.03% of the portfolio, ranked #246.

HB Wealth Management first reported a position in EPD in Q4 2021 and has held it in 19 quarters since. 1,582 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • HB Wealth Management held 164,218 shares of Enterprise Products Partners worth $6.04M as of Q2 2026.
  • HB Wealth Management bought 12,763 Enterprise Products Partners shares in Q2 2026, an estimated $482K.
  • Enterprise Products Partners made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #246 holding.
  • HB Wealth Management first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 19 quarters since.
  • 1,582 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.