Heirloom Wealth Management
EPD icon

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

Heirloom 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
Q3 		– Sell
-21,166
Closed -$778K – 66
2026
Q2 		$778K Sell
21,166
-1,946
-8% -$73.4K 0.11% 38
2026
Q1 		$875K Buy
23,112
+6,793
+42% +$240K 0.16% 54
2025
Q4 		$523K Hold
16,319
– – 0.12% 31
2025
Q3 		$510K Hold
16,319
– – 0.12% 29
2025
Q2 		$506K Hold
16,319
– – 0.13% 31
2025
Q1 		$557K Hold
16,319
– – 0.16% 28
2024
Q4 		$512K Hold
16,319
– – 0.15% 32
2024
Q3 		$475K Hold
16,319
– – 0.15% 29
2024
Q2 		$473K Hold
16,319
– – 0.15% 29
2024
Q1 		$476K Hold
16,319
– – 0.16% 34
2023
Q4 		$430K Hold
16,319
– – 0.17% 39
2023
Q3 		$447K Sell
16,319
-43
-0.3% -$1.15K 0.2% 37
2023
Q2 		$431K Buy
16,362
+43
+0.3% +$1.12K 0.19% 40
2023
Q1 		$423K Hold
16,319
– – 0.2% 41
2022
Q4 		$394K Buy
+16,319
New +$402K 0.25% 40
2022
Q2 		$426K Sell
16,319
-585
-3% -$15.4K 0.35% 27
2022
Q1 		$441K Sell
16,904
-1,228
-7% -$29.8K 0.31% 25
2021
Q4 		$429K Buy
+18,132
New +$407K 0.37% 25

Other funds holding EPD

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Heirloom Wealth Management's EPD Position: Q3 2026 in Review

Heirloom Wealth Management sold out of Enterprise Products Partners (EPD) in Q3 2026, closing a stake of 21,166 shares — an estimated $778K sold.

Heirloom Wealth Management first reported a position in EPD in Q4 2021 and held it in 18 quarters. The position peaked at $875K in Q1 2026. 657 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Heirloom Wealth Management reported no remaining Enterprise Products Partners position as of Q3 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 21,166 Enterprise Products Partners shares in Q3 2026, an estimated $778K.
  • Heirloom Wealth Management first reported a position in Enterprise Products Partners in Q4 2021 and held it in 18 quarters.
  • Heirloom Wealth Management's Enterprise Products Partners position peaked at $875K in Q1 2026.
  • 657 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Heirloom Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.