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 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

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

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Legacy Advisory Services's EPD Position: Q2 2026 in Review

Legacy Advisory Services reduced its Enterprise Products Partners (EPD) stake by 8.8% in Q2 2026, selling an estimated $28.8K and leaving 7,897 shares worth $290K. The position accounts for 0.2% of the portfolio, ranked #43.

Legacy Advisory Services first reported a position in EPD in Q1 2025 and has held it in 6 quarters since. The position peaked at $328K in Q1 2026. 527 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Legacy Advisory Services held 7,897 shares of Enterprise Products Partners worth $290K as of Q2 2026.
Legacy Advisory Services sold 764 Enterprise Products Partners shares in Q2 2026, an estimated $28.8K.
Enterprise Products Partners made up 0.2% of Legacy Advisory Services's portfolio in Q2 2026, its #43 holding.
Legacy Advisory Services first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 6 quarters since.
Legacy Advisory Services's Enterprise Products Partners position peaked at $328K in Q1 2026.
527 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.