Loring Wolcott & Coolidge Fiduciary Advisors’s Enterprise Products Partners EPD Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$18.4K	Hold	500	–	–	﹤0.01%	494
2026 Q1	$18.7K	Hold	500	–	–	﹤0.01%	493
2025 Q4	$16.6K	Sell	500 -2,500	-83%	-$79K	﹤0.01%	481
2025 Q3	$92.8K	Hold	3,000	–	–	﹤0.01%	384
2025 Q2	$93K	Hold	3,000	–	–	﹤0.01%	353
2025 Q1	$92.1K	Buy	3,000 +500	+20%	+$16.7K	﹤0.01%	337
2024 Q4	$83.6K	Hold	2,500	–	–	﹤0.01%	359
2024 Q3	$72.6K	Hold	2,500	–	–	﹤0.01%	365
2024 Q2	$74K	Hold	2,500	–	–	﹤0.01%	361
2024 Q1	$72.5K	Hold	2,500	–	–	﹤0.01%	363
2023 Q4	$66.9K	Hold	2,500	–	–	﹤0.01%	380
2023 Q3	$65.9K	Sell	2,500 -66	-3%	-$1.76K	﹤0.01%	398
2023 Q2	$67.6K	Hold	2,566	–	–	﹤0.01%	404
2023 Q1	$66.5K	Buy	2,566 +66	+3%	+$1.7K	﹤0.01%	380
2022 Q4	$60.3K	Hold	2,500	–	–	﹤0.01%	383
2022 Q3	$59K	Sell	2,500 -800	-24%	-$20.6K	﹤0.01%	392
2022 Q2	$80K	Sell	3,300 -1,150	-26%	-$30.3K	﹤0.01%	380
2022 Q1	$115K	Hold	4,450	–	–	﹤0.01%	361
2021 Q4	$98K	Hold	4,450	–	–	﹤0.01%	386
2021 Q3	$96K	Sell	4,450 -3,840	-46%	-$87.2K	﹤0.01%	389
2021 Q2	$200K	Buy	+8,290	New	+$196K	﹤0.01%	319
2021 Q1	–	Sell	-5,790	Closed	-$113K	–	434
2020 Q4	$113K	Hold	5,790	–	–	﹤0.01%	332
2020 Q3	$91K	Hold	5,790	–	–	﹤0.01%	338
2020 Q2	$105K	Hold	5,790	–	–	﹤0.01%	298
2020 Q1	$83K	Sell	5,790 -1,160	-17%	-$26.9K	﹤0.01%	316
2019 Q4	$196K	Hold	6,950	–	–	﹤0.01%	272
2019 Q3	$199K	Hold	6,950	–	–	﹤0.01%	268
2019 Q2	$201K	Buy	6,950 +1,950	+39%	+$56.2K	﹤0.01%	266
2019 Q1	$146K	Hold	5,000	–	–	﹤0.01%	285
2018 Q4	$123K	Hold	5,000	–	–	﹤0.01%	299
2018 Q3	$144K	Hold	5,000	–	–	﹤0.01%	303
2018 Q2	$138K	Hold	5,000	–	–	﹤0.01%	315
2018 Q1	$122K	Hold	5,000	–	–	﹤0.01%	340
2017 Q4	$133K	Sell	5,000 -1,270	-20%	-$32.2K	﹤0.01%	329
2017 Q3	$163K	Buy	6,270 +1,270	+25%	+$33.6K	﹤0.01%	300
2017 Q2	$136K	Hold	5,000	–	–	﹤0.01%	315
2017 Q1	$138K	Hold	5,000	–	–	﹤0.01%	314
2016 Q4	$135K	Hold	5,000	–	–	﹤0.01%	309
2016 Q3	$138K	Hold	5,000	–	–	﹤0.01%	304
2016 Q2	$146K	Hold	5,000	–	–	﹤0.01%	290
2016 Q1	$123K	Hold	5,000	–	–	﹤0.01%	296
2015 Q4	$128K	Buy	5,000 +450	+10%	+$11.7K	﹤0.01%	316
2015 Q3	$136K	Hold	4,550	–	–	﹤0.01%	319
2015 Q2	$136K	Sell	4,550 -50	-1%	-$1.64K	﹤0.01%	319
2015 Q1	$151K	Sell	4,600 -750	-14%	-$25.1K	﹤0.01%	318
2014 Q4	$193K	Buy	5,350 +650	+14%	+$24K	﹤0.01%	283
2014 Q3	$189K	Sell	4,700 -50	-1%	-$1.96K	0.01%	276
2014 Q2	$186K	Buy	4,750 +1,630	+52%	+$60.1K	0.01%	284
2014 Q1	$108K	Hold	3,120	–	–	﹤0.01%	334
2013 Q4	$103K	Sell	3,120 -80	-3%	-$2.49K	﹤0.01%	329
2013 Q3	$98K	Hold	3,200	–	–	﹤0.01%	313
2013 Q2	$99K	Buy	+3,200	New	+$97K	﹤0.01%	323

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

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

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EPD Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 500 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EPD in Q2 2013 and has held it in 52 quarters since. The position peaked at $201K in Q2 2019. 867 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 500 shares of Enterprise Products Partners worth $18.4K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #494 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 52 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Enterprise Products Partners position peaked at $201K in Q2 2019.
867 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.