Investment Research & Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Investment Research & Advisory Group’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	$3.83K	Buy	104 +1	+1%	+$38	﹤0.01%	267
2026 Q1	$3.89K	Buy	103 +2	+2%	+$71	﹤0.01%	230
2025 Q4	$3.25K	Buy	101 +1	+1%	+$32	﹤0.01%	230
2025 Q3	$3.12K	Buy	100 +2	+2%	+$63	﹤0.01%	213
2025 Q2	$3.04K	Hold	98	–	–	﹤0.01%	208
2025 Q1	$3.35K	Hold	98	–	–	﹤0.01%	211
2024 Q4	$3.07K	Hold	98	–	–	﹤0.01%	181
2024 Q3	$2.85K	Hold	98	–	–	﹤0.01%	179
2024 Q2	$2.84K	Hold	98	–	–	﹤0.01%	179
2024 Q1	$2.86K	Hold	98	–	–	﹤0.01%	179
2023 Q4	$2.58K	Sell	98 -548	-85%	-$14.6K	﹤0.01%	183
2023 Q3	$17.7K	Buy	646 +548	+559%	+$14.7K	0.01%	128
2023 Q2	$2.58K	Hold	98	–	–	﹤0.01%	192
2023 Q1	$2.54K	Hold	98	–	–	﹤0.01%	171
2022 Q4	$2.36K	Hold	98	–	–	﹤0.01%	170
2022 Q3	$2K	Hold	98	–	–	﹤0.01%	170
2022 Q2	$2K	Hold	98	–	–	﹤0.01%	172
2022 Q1	$3K	Hold	98	–	–	﹤0.01%	181
2021 Q4	$2K	Hold	98	–	–	﹤0.01%	187
2021 Q3	$2K	Hold	98	–	–	﹤0.01%	142
2021 Q2	$2K	Hold	98	–	–	﹤0.01%	174
2021 Q1	$2K	Hold	98	–	–	﹤0.01%	138
2020 Q4	$2K	Hold	98	–	–	﹤0.01%	141
2020 Q3	$2K	Hold	98	–	–	﹤0.01%	140
2020 Q2	$2K	Hold	98	–	–	﹤0.01%	140
2020 Q1	$1K	Hold	98	–	–	﹤0.01%	145
2019 Q4	$3K	Buy	+98	New	+$2.66K	﹤0.01%	180

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Investment Research & Advisory Group's EPD Position: Q2 2026 in Review

Investment Research & Advisory Group increased its Enterprise Products Partners (EPD) stake by 0.97% in Q2 2026, buying an estimated $38 and bringing the position to 104 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Investment Research & Advisory Group first reported a position in EPD in Q4 2019 and has held it in 27 quarters since. The position peaked at $17.7K in Q3 2023. 677 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Investment Research & Advisory Group held 104 shares of Enterprise Products Partners worth $3.83K as of Q2 2026.
Investment Research & Advisory Group bought 1 Enterprise Products Partners share in Q2 2026, an estimated $38.
Enterprise Products Partners made up ﹤0.01% of Investment Research & Advisory Group's portfolio in Q2 2026, its #267 holding.
Investment Research & Advisory Group first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 27 quarters since.
Investment Research & Advisory Group's Enterprise Products Partners position peaked at $17.7K in Q3 2023.
677 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Investment Research & Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.