Klingman & Associates’s Enterprise Products Partners EPD Stock Holding History

Klingman & Associates’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	$208K	Sell	5,847 -211	-3%	-$8.05K	0.01%	406
2026 Q2	$223K	Hold	6,058	–	–	0.01%	322
2026 Q1	$229K	Buy	+6,058	New	+$214K	0.01%	308
2016 Q3	–	Sell	-650	Closed	-$19K	–	374
2016 Q2	$19K	Hold	650	–	–	0.01%	263
2016 Q1	$16K	Sell	650 -9,850	-94%	-$229K	0.01%	272
2015 Q4	$269K	Hold	10,500	–	–	0.1%	89
2015 Q3	$261K	Buy	10,500 +9,250	+740%	+$257K	0.1%	89
2015 Q2	$37K	Hold	1,250	–	–	0.01%	201
2015 Q1	$41K	Hold	1,250	–	–	0.02%	181
2014 Q4	$45K	Buy	+1,250	New	+$46.2K	0.02%	181

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

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 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

Klingman & Associates's EPD Position: Q3 2026 in Review

Klingman & Associates reduced its Enterprise Products Partners (EPD) stake by 3.5% in Q3 2026, selling an estimated $8.05K and leaving 5,847 shares worth $208K. The position accounts for 0.01% of the portfolio, ranked #406.

Klingman & Associates first reported a position in EPD in Q4 2014 and has held it in 10 quarters since. The position peaked at $269K in Q4 2015. 447 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Klingman & Associates held 5,847 shares of Enterprise Products Partners worth $208K as of Q3 2026.
Klingman & Associates sold 211 Enterprise Products Partners shares in Q3 2026, an estimated $8.05K.
Enterprise Products Partners made up 0.01% of Klingman & Associates's portfolio in Q3 2026, its #406 holding.
Klingman & Associates first reported a position in Enterprise Products Partners in Q4 2014 and has held it in 10 quarters since.
Klingman & Associates's Enterprise Products Partners position peaked at $269K in Q4 2015.
447 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.