Keudell/Morrison Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Keudell/Morrison 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 Q2	$517K	Buy	14,076 +347	+3%	+$13.1K	0.1%	132
2026 Q1	$520K	Sell	13,729 -319	-2%	-$11.3K	0.11%	129
2025 Q4	$450K	Buy	+14,048	New	+$444K	0.09%	141
2025 Q2	$427K	Sell	13,761 -892	-6%	-$27.8K	0.09%	136
2025 Q1	$500K	Buy	14,653 +151	+1%	+$5.03K	0.12%	111
2024 Q4	$455K	Buy	14,502 +693	+5%	+$21.3K	0.12%	116
2024 Q3	$402K	Buy	13,809 +2,218	+19%	+$64.8K	0.11%	129
2024 Q2	$336K	Buy	11,591 +118	+1%	+$3.38K	0.1%	147
2024 Q1	$335K	Sell	11,473 -2,265	-16%	-$62.2K	0.1%	149
2023 Q4	$362K	Buy	13,738 +268	+2%	+$7.14K	0.12%	133
2023 Q3	$369K	Sell	13,470 -233	-2%	-$6.23K	0.11%	120
2023 Q2	$361K	Buy	13,703 +143	+1%	+$3.74K	0.1%	126
2023 Q1	$351K	Sell	13,560 -1,259	-8%	-$32.3K	0.1%	125
2022 Q4	$357K	Buy	14,819 +217	+1%	+$5.34K	0.11%	121
2022 Q3	$347K	Buy	14,602 +1,016	+7%	+$26.2K	0.13%	117
2022 Q2	$331K	Buy	13,586 +315	+2%	+$8.29K	0.12%	128
2022 Q1	$343K	Buy	13,271 +16	+0.1%	+$388	0.14%	133
2021 Q4	$291K	Buy	13,255 +566	+4%	+$12.7K	0.11%	147
2021 Q3	$275K	Sell	12,689 -709	-5%	-$16.1K	0.12%	140
2021 Q2	$323K	Sell	13,398 -385	-3%	-$9.11K	0.18%	131
2021 Q1	$303K	Buy	13,783 +292	+2%	+$6.42K	0.18%	127
2020 Q4	$264K	Sell	13,491 -312	-2%	-$5.81K	0.17%	133
2020 Q3	$218K	Buy	13,803 +268	+2%	+$4.7K	0.14%	135
2020 Q2	$246K	Buy	13,535 +868	+7%	+$15.5K	0.2%	121
2020 Q1	$181K	Buy	12,667 +74	+0.6%	+$1.72K	0.18%	126
2019 Q4	$355K	Buy	12,593 +3,195	+34%	+$86.6K	0.25%	105
2019 Q3	$269K	Buy	9,398 +634	+7%	+$18.5K	0.22%	119
2019 Q2	$249K	Buy	8,764 +685	+8%	+$19.7K	0.22%	119
2019 Q1	$235K	Buy	+8,079	New	+$226K	0.21%	117

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Keudell/Morrison Wealth Management's EPD Position: Q2 2026 in Review

Keudell/Morrison Wealth Management increased its Enterprise Products Partners (EPD) stake by 2.5% in Q2 2026, buying an estimated $13.1K and bringing the position to 14,076 shares worth $517K. The position accounts for 0.1% of the portfolio, ranked #132.

Keudell/Morrison Wealth Management first reported a position in EPD in Q1 2019 and has held it in 29 quarters since. The position peaked at $520K in Q1 2026. 300 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Keudell/Morrison Wealth Management held 14,076 shares of Enterprise Products Partners worth $517K as of Q2 2026.
Keudell/Morrison Wealth Management bought 347 Enterprise Products Partners shares in Q2 2026, an estimated $13.1K.
Enterprise Products Partners made up 0.1% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #132 holding.
Keudell/Morrison Wealth Management first reported a position in Enterprise Products Partners in Q1 2019 and has held it in 29 quarters since.
Keudell/Morrison Wealth Management's Enterprise Products Partners position peaked at $520K in Q1 2026.
300 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.