HWM
EPD icon

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
2022
Q1 		– Sell
-5,000
Closed -$110K – 599
2021
Q4 		$110K Buy
+5,000
New +$112K ﹤0.01% 509

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
MSRPS
Maryland State Retirement & Pension System Baltimore, Maryland $5.84B AUM 38.19% 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

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. 698 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.
  • 698 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.