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M Holdings Securities’s Enterprise Products Partners EPD Stock Holding History

M Holdings Securities’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
2023
Q2 		– Sell
-17,794
Closed -$461K – 283
2023
Q1 		$461K Buy
+17,794
New +$457K 0.05% 282

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

M Holdings Securities's EPD Position: Q2 2026 in Review

M Holdings Securities sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 14,202 shares — an estimated $537K sold.

M Holdings Securities first reported a position in EPD in Q3 2014 and held it in 12 quarters. The position peaked at $1.1M in Q4 2025. 1,592 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • M Holdings Securities reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • M Holdings Securities sold 14,202 Enterprise Products Partners shares in Q2 2026, an estimated $537K.
  • M Holdings Securities first reported a position in Enterprise Products Partners in Q3 2014 and held it in 12 quarters.
  • M Holdings Securities's Enterprise Products Partners position peaked at $1.1M in Q4 2025.
  • 1,592 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.