Maia Wealth’s Enterprise Products Partners EPD Stock Holding History

Maia Wealth’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	$759K	Sell	20,647 -651	-3%	-$24.6K	0.11%	173
2026 Q1	$806K	Sell	21,298 -1,642	-7%	-$58.1K	0.14%	164
2025 Q4	$813K	Buy	22,940 +12,153	+113%	+$384K	0.14%	165
2025 Q3	$337K	Sell	10,787 -2,041	-16%	-$64.4K	0.06%	259
2025 Q2	$398K	Buy	12,828 +3,324	+35%	+$104K	0.08%	222
2025 Q1	$288K	Sell	9,504 -878	-8%	-$29.2K	0.07%	238
2024 Q4	$347K	Buy	10,382 +2,642	+34%	+$81.2K	0.07%	205
2024 Q3	$225K	Buy	7,740 +105	+1%	+$3.07K	0.06%	231
2024 Q2	$226K	Buy	+7,635	New	+$219K	0.07%	201

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

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Maia Wealth's EPD Position: Q2 2026 in Review

Maia Wealth reduced its Enterprise Products Partners (EPD) stake by 3.1% in Q2 2026, selling an estimated $24.6K and leaving 20,647 shares worth $759K. The position accounts for 0.11% of the portfolio, ranked #173.

Maia Wealth first reported a position in EPD in Q2 2024 and has held it in 9 quarters since. The position peaked at $813K in Q4 2025. 639 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Maia Wealth held 20,647 shares of Enterprise Products Partners worth $759K as of Q2 2026.
Maia Wealth sold 651 Enterprise Products Partners shares in Q2 2026, an estimated $24.6K.
Enterprise Products Partners made up 0.11% of Maia Wealth's portfolio in Q2 2026, its #173 holding.
Maia Wealth first reported a position in Enterprise Products Partners in Q2 2024 and has held it in 9 quarters since.
Maia Wealth's Enterprise Products Partners position peaked at $813K in Q4 2025.
639 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.