Herold Advisors’s Enterprise Products Partners EPD Stock Holding History

Herold Advisors’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	$240K	Hold	6,747	–	–	0.05%	243
2026 Q2	$247K	Buy	+6,747	New	+$255K	0.05%	243
2022 Q2	–	Sell	-1,300	Closed	-$33.6K	–	321
2022 Q1	$33.6K	Buy	+1,300	New	+$31.6K	0.01%	437
2021 Q4	–	Sell	-1,300	Closed	-$28K	–	317
2021 Q3	$28K	Buy	+1,300	New	+$29.5K	0.01%	468

Other funds holding EPD

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Herold Advisors's EPD Position: Q3 2026 in Review

Herold Advisors held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 6,747 shares worth $240K. The position accounts for 0.05% of the portfolio, ranked #243.

Herold Advisors first reported a position in EPD in Q3 2021 and has held it in 4 quarters since. The position peaked at $247K in Q2 2026. 378 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Herold Advisors held 6,747 shares of Enterprise Products Partners worth $240K as of Q3 2026.
Herold Advisors left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.05% of Herold Advisors's portfolio in Q3 2026, its #243 holding.
Herold Advisors first reported a position in Enterprise Products Partners in Q3 2021 and has held it in 4 quarters since.
Herold Advisors's Enterprise Products Partners position peaked at $247K in Q2 2026.
378 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Herold Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.