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Legacy Advisors’s Enterprise Products Partners EPD Stock Holding History

Legacy 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 		$4.38M Buy
119,033
+804
+0.7% +$30.3K 0.41% 40
2026
Q1 		$4.47M Buy
118,229
+844
+0.7% +$29.9K 0.53% 38
2025
Q4 		$3.76M Buy
117,385
+931
+0.8% +$29.4K 0.4% 41
2025
Q3 		$3.64M Buy
+116,454
New +$3.67M 0.45% 38
2025
Q2 		– Sell
-93,920
Closed -$3.21M – 141
2025
Q1 		$3.21M Buy
93,920
+834
+0.9% +$27.8K 0.33% 64
2024
Q4 		$2.92M Sell
93,086
-913
-1% -$28K 0.28% 64
2024
Q3 		$2.74M Buy
93,999
+918
+1% +$26.8K 0.3% 64
2024
Q2 		$2.7M Buy
93,081
+886
+1% +$25.4K 0.33% 58
2024
Q1 		$2.69M Sell
92,195
-8,070
-8% -$222K 0.34% 57
2023
Q4 		$2.64M Buy
100,265
+1,108
+1% +$29.5K 0.34% 64
2023
Q3 		$2.71M Buy
99,157
+521
+0.5% +$13.9K 0.44% 58
2023
Q2 		$2.6M Buy
98,636
+875
+0.9% +$22.9K 0.39% 60
2023
Q1 		$2.53M Buy
97,761
+40,836
+72% +$1.05M 0.47% 53
2022
Q4 		$1.37M Buy
56,925
+701
+1% +$17.3K 0.25% 71
2022
Q3 		$1.34M Sell
56,224
-108
-0.2% -$2.79K 0.3% 64
2022
Q2 		$1.37M Buy
56,332
+19,791
+54% +$521K 0.29% 61
2022
Q1 		$943K Buy
36,541
+452
+1% +$11K 0.18% 81
2021
Q4 		$793K Buy
36,089
+96
+0.3% +$2.15K 0.29% 47
2021
Q3 		$779K Buy
35,993
+97
+0.3% +$2.2K 0.31% 49
2021
Q2 		$866K Buy
35,896
+90
+0.3% +$2.13K 0.35% 45
2021
Q1 		$788K Buy
35,806
+96
+0.3% +$2.11K 0.35% 45
2020
Q4 		$700K Buy
35,710
+111
+0.3% +$2.07K 0.4% 46
2020
Q3 		$562K Sell
35,599
-295
-0.8% -$5.17K 0.37% 52
2020
Q2 		$652K Sell
35,894
-31,809
-47% -$569K 0.52% 44
2020
Q1 		$968K Buy
67,703
+53,501
+377% +$1.24M 0.97% 23
2019
Q4 		$400K Buy
14,202
+71
+0.5% +$1.92K 0.25% 80
2019
Q3 		$404K Buy
14,131
+67
+0.5% +$1.95K 0.3% 66
2019
Q2 		$406K Sell
14,064
-13,934
-50% -$402K 0.27% 65
2019
Q1 		$814K Buy
27,998
+13,064
+87% +$365K 0.26% 76
2018
Q4 		$367K Buy
14,934
+8,468
+131% +$227K 0.28% 75
2018
Q3 		$186K Sell
6,466
-1,441
-18% -$41.6K 0.09% 139
2018
Q2 		$219K Buy
7,907
+3,262
+70% +$89.2K 0.16% 87
2018
Q1 		$120K Buy
4,645
+1,485
+47% +$39.5K 0.09% 111
2017
Q4 		$83K Buy
3,160
+1,500
+90% +$38K 0.08% 95
2017
Q3 		$43K Hold
1,660
– – 0.05% 114
2017
Q2 		$44K Hold
1,660
– – 0.06% 104
2017
Q1 		$45K Buy
1,660
+1,000
+152% +$27.9K 0.06% 97
2016
Q4 		$17K Buy
+660
New +$17.2K 0.02% 150

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

Legacy Advisors's EPD Position: Q2 2026 in Review

Legacy Advisors increased its Enterprise Products Partners (EPD) stake by 0.68% in Q2 2026, buying an estimated $30.3K and bringing the position to 119,033 shares worth $4.38M. The position accounts for 0.41% of the portfolio, ranked #40.

Legacy Advisors first reported a position in EPD in Q4 2016 and has held it in 38 quarters since. The position peaked at $4.47M in Q1 2026. 527 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Legacy Advisors held 119,033 shares of Enterprise Products Partners worth $4.38M as of Q2 2026.
  • Legacy Advisors bought 804 Enterprise Products Partners shares in Q2 2026, an estimated $30.3K.
  • Enterprise Products Partners made up 0.41% of Legacy Advisors's portfolio in Q2 2026, its #40 holding.
  • Legacy Advisors first reported a position in Enterprise Products Partners in Q4 2016 and has held it in 38 quarters since.
  • Legacy Advisors's Enterprise Products Partners position peaked at $4.47M in Q1 2026.
  • 527 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.