Legacy Advisory Services’s Enterprise Products Partners EPD Stock Holding History

Legacy Advisory Services’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	$274K	Sell	7,688 -209	-3%	-$7.97K	0.2%	71
2026 Q2	$290K	Sell	7,897 -764	-9%	-$28.8K	0.2%	43
2026 Q1	$328K	Buy	8,661 +783	+10%	+$27.7K	0.25%	40
2025 Q4	$253K	Hold	7,878	–	–	0.19%	41
2025 Q3	$246K	Hold	7,878	–	–	0.19%	45
2025 Q2	$244K	Sell	7,878 -726	-8%	-$22.6K	0.19%	42
2025 Q1	$294K	Buy	+8,604	New	+$287K	0.25%	43

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

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

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Legacy Advisory Services's EPD Position: Q3 2026 in Review

Legacy Advisory Services reduced its Enterprise Products Partners (EPD) stake by 2.6% in Q3 2026, selling an estimated $7.97K and leaving 7,688 shares worth $274K. The position accounts for 0.2% of the portfolio, ranked #71.

Legacy Advisory Services first reported a position in EPD in Q1 2025 and has held it in 7 quarters since. The position peaked at $328K in Q1 2026. 509 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Legacy Advisory Services held 7,688 shares of Enterprise Products Partners worth $274K as of Q3 2026.
Legacy Advisory Services sold 209 Enterprise Products Partners shares in Q3 2026, an estimated $7.97K.
Enterprise Products Partners made up 0.2% of Legacy Advisory Services's portfolio in Q3 2026, its #71 holding.
Legacy Advisory Services first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 7 quarters since.
Legacy Advisory Services's Enterprise Products Partners position peaked at $328K in Q1 2026.
509 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.