HHM Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

HHM Wealth 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 Q2	$476K	Hold	12,951	–	–	0.05%	134
2026 Q1	$490K	Buy	12,951 +10	+0.1%	+$354	0.06%	117
2025 Q4	$415K	Hold	12,941	–	–	0.05%	128
2025 Q3	$405K	Buy	12,941 +26	+0.2%	+$820	0.05%	131
2025 Q2	$400K	Hold	12,915	–	–	0.05%	130
2025 Q1	$441K	Hold	12,915	–	–	0.06%	114
2024 Q4	$405K	Hold	12,915	–	–	0.06%	122
2024 Q3	$376K	Sell	12,915 -500	-4%	-$14.6K	0.05%	112
2024 Q2	$389K	Buy	13,415 +7,965	+146%	+$228K	0.06%	103
2024 Q1	$159K	Hold	5,450	–	–	0.03%	169
2023 Q4	$144K	Hold	5,450	–	–	0.03%	170
2023 Q3	$149K	Hold	5,450	–	–	0.03%	156
2023 Q2	$144K	Hold	5,450	–	–	0.03%	166
2023 Q1	$141K	Hold	5,450	–	–	0.03%	164
2022 Q4	$131K	Hold	5,450	–	–	0.03%	152
2022 Q3	$130K	Hold	5,450	–	–	0.03%	144
2022 Q2	$133K	Hold	5,450	–	–	0.03%	165
2022 Q1	$141K	Buy	5,450 +1,050	+24%	+$25.5K	0.03%	176
2021 Q4	$97K	Sell	4,400 -150	-3%	-$3.37K	0.02%	221
2021 Q3	$98K	Hold	4,550	–	–	0.03%	207
2021 Q2	$110K	Sell	4,550 -100	-2%	-$2.37K	0.03%	190
2021 Q1	$102K	Buy	4,650 +86	+2%	+$1.89K	0.03%	182
2020 Q4	$89K	Hold	4,564	–	–	0.03%	185
2020 Q3	$72K	Buy	4,564 +14	+0.3%	+$245	0.03%	188
2020 Q2	$83K	Hold	4,550	–	–	0.03%	166
2020 Q1	$65K	Buy	+4,550	New	+$106K	0.03%	175

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

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

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HHM Wealth Advisors's EPD Position: Q2 2026 in Review

HHM Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 12,951 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #134.

HHM Wealth Advisors first reported a position in EPD in Q1 2020 and has held it in 26 quarters since. The position peaked at $490K in Q1 2026. 529 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

HHM Wealth Advisors held 12,951 shares of Enterprise Products Partners worth $476K as of Q2 2026.
HHM Wealth Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.05% of HHM Wealth Advisors's portfolio in Q2 2026, its #134 holding.
HHM Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2020 and has held it in 26 quarters since.
HHM Wealth Advisors's Enterprise Products Partners position peaked at $490K in Q1 2026.
529 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.