Magnus Financial Group’s Enterprise Products Partners EPD Stock Holding History

Magnus Financial Group’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	$2.39M	Buy	65,080 +1,474	+2%	+$55.6K	0.17%	95
2026 Q1	$2.41M	Buy	63,606 +2,621	+4%	+$92.8K	0.2%	87
2025 Q4	$1.96M	Buy	60,985 +591	+1%	+$18.7K	0.15%	117
2025 Q3	$1.89M	Buy	60,394 +6,830	+13%	+$215K	0.15%	115
2025 Q2	$1.66M	Buy	53,564 +1,901	+4%	+$59.2K	0.15%	114
2025 Q1	$1.76M	Buy	51,663 +826	+2%	+$27.5K	0.17%	104
2024 Q4	$1.59M	Buy	50,837 +8,058	+19%	+$248K	0.15%	111
2024 Q3	$1.25M	Buy	42,779 +2,390	+6%	+$69.8K	0.13%	124
2024 Q2	$1.17M	Buy	40,389 +1,515	+4%	+$43.4K	0.13%	120
2024 Q1	$1.13M	Buy	38,874 +4,908	+14%	+$135K	0.13%	123
2023 Q4	$895K	Buy	33,966 +129	+0.4%	+$3.44K	0.12%	127
2023 Q3	$926K	Buy	33,837 +125	+0.4%	+$3.34K	0.13%	118
2023 Q2	$888K	Buy	33,712 +124	+0.4%	+$3.24K	0.13%	122
2023 Q1	$870K	Sell	33,588 -881	-3%	-$22.6K	0.13%	123
2022 Q4	$831K	Sell	34,469 -80	-0.2%	-$1.97K	0.14%	121
2022 Q3	$822K	Buy	34,549 +1,110	+3%	+$28.6K	0.16%	112
2022 Q2	$815K	Buy	33,439 +107	+0.3%	+$2.81K	0.15%	117
2022 Q1	$860K	Buy	33,332 +814	+3%	+$19.8K	0.14%	119
2021 Q4	$714K	Buy	32,518 +1,421	+5%	+$31.9K	0.14%	111
2021 Q3	$673K	Sell	31,097 -673	-2%	-$15.3K	0.14%	105
2021 Q2	$767K	Buy	31,770 +123	+0.4%	+$2.91K	0.17%	91
2021 Q1	$697K	Buy	31,647 +1,980	+7%	+$43.5K	0.17%	84
2020 Q4	$581K	Sell	29,667 -12,788	-30%	-$238K	0.06%	126
2020 Q3	$670K	Sell	42,455 -932	-2%	-$16.3K	0.08%	101
2020 Q2	$788K	Buy	43,387 +4,179	+11%	+$74.7K	0.09%	92
2020 Q1	$561K	Buy	39,208 +15,064	+62%	+$350K	0.08%	125
2019 Q4	$680K	Sell	24,144 -29	-0.1%	-$786	0.1%	93
2019 Q3	$691K	Buy	24,173 +106	+0.4%	+$3.09K	0.13%	84
2019 Q2	$695K	Buy	24,067 +2,203	+10%	+$63.5K	0.13%	85
2019 Q1	$636K	Sell	21,864 -930	-4%	-$26K	0.13%	81
2018 Q4	$561K	Buy	+22,794	New	+$610K	0.15%	72

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

Magnus Financial Group's EPD Position: Q2 2026 in Review

Magnus Financial Group increased its Enterprise Products Partners (EPD) stake by 2.3% in Q2 2026, buying an estimated $55.6K and bringing the position to 65,080 shares worth $2.39M. The position accounts for 0.17% of the portfolio, ranked #95.

Magnus Financial Group first reported a position in EPD in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.41M in Q1 2026. 492 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Magnus Financial Group held 65,080 shares of Enterprise Products Partners worth $2.39M as of Q2 2026.
Magnus Financial Group bought 1,474 Enterprise Products Partners shares in Q2 2026, an estimated $55.6K.
Enterprise Products Partners made up 0.17% of Magnus Financial Group's portfolio in Q2 2026, its #95 holding.
Magnus Financial Group first reported a position in Enterprise Products Partners in Q4 2018 and has held it in 31 quarters since.
Magnus Financial Group's Enterprise Products Partners position peaked at $2.41M in Q1 2026.
492 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.