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Marshall & Sterling Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Marshall & Sterling Wealth 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 		$38.9K Hold
1,058
– – 0.02% 169
2026
Q1 		$40K Sell
1,058
-138
-12% -$4.88K 0.03% 157
2025
Q4 		$38.3K Hold
1,196
– – 0.03% 155
2025
Q3 		$37.4K Hold
1,196
– – 0.02% 199
2025
Q2 		$37.1K Hold
1,196
– – 0.03% 194
2025
Q1 		$40.8K Hold
1,196
– – 0.03% 179
2024
Q4 		$37.5K Buy
+1,196
New +$36.7K 0.03% 152

Other funds holding EPD

HCM
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CCM
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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
TC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's EPD Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 1,058 shares worth $38.9K. The position accounts for 0.02% of the portfolio, ranked #169.

Marshall & Sterling Wealth Advisors first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.8K in Q1 2025. 420 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 1,058 shares of Enterprise Products Partners worth $38.9K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.02% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
  • Marshall & Sterling Wealth Advisors's Enterprise Products Partners position peaked at $40.8K in Q1 2025.
  • 420 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.