Insight Wealth Partners’s Enterprise Products Partners EPD Stock Holding History

Insight Wealth Partners’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	$317K	Buy	8,895 +750	+9%	+$28.6K	0.04%	106
2026 Q2	$299K	Sell	8,145 -500	-6%	-$18.9K	0.04%	110
2026 Q1	$327K	Buy	8,645 +481	+6%	+$17K	0.05%	94
2025 Q4	$262K	Buy	8,164 +450	+6%	+$14.2K	0.04%	100
2025 Q3	$241K	Buy	7,714 +1,150	+18%	+$36.3K	0.07%	104
2025 Q2	$204K	Buy	+6,564	New	+$204K	0.08%	106

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

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 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

Insight Wealth Partners's EPD Position: Q3 2026 in Review

Insight Wealth Partners increased its Enterprise Products Partners (EPD) stake by 9.2% in Q3 2026, buying an estimated $28.6K and bringing the position to 8,895 shares worth $317K. The position accounts for 0.04% of the portfolio, ranked #106.

Insight Wealth Partners first reported a position in EPD in Q2 2025 and has held it in 6 quarters since. The position peaked at $327K in Q1 2026. 540 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Insight Wealth Partners held 8,895 shares of Enterprise Products Partners worth $317K as of Q3 2026.
Insight Wealth Partners bought 750 Enterprise Products Partners shares in Q3 2026, an estimated $28.6K.
Enterprise Products Partners made up 0.04% of Insight Wealth Partners's portfolio in Q3 2026, its #106 holding.
Insight Wealth Partners first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 6 quarters since.
Insight Wealth Partners's Enterprise Products Partners position peaked at $327K in Q1 2026.
540 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.