Martel Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Martel 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	$266K	Sell	7,240 -3,400	-32%	-$128K	0.04%	52
2026 Q1	$403K	Buy	10,640 +3,400	+47%	+$120K	0.07%	50
2025 Q4	$232K	Hold	7,240	–	–	0.04%	67
2025 Q3	$226K	Sell	7,240 -548	-7%	-$17.3K	0.04%	65
2025 Q2	$242K	Buy	7,788 +548	+8%	+$17.1K	0.04%	63
2025 Q1	$247K	Hold	7,240	–	–	0.05%	62
2024 Q4	$227K	Hold	7,240	–	–	0.04%	66
2024 Q3	$215K	Hold	7,240	–	–	0.04%	51
2024 Q2	$210K	Hold	7,240	–	–	0.05%	53
2024 Q1	$211K	Buy	+7,240	New	+$199K	0.05%	53

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

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

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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Martel Wealth Advisors's EPD Position: Q2 2026 in Review

Martel Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 32% in Q2 2026, selling an estimated $128K and leaving 7,240 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #52.

Martel Wealth Advisors first reported a position in EPD in Q1 2024 and has held it in 10 quarters since. The position peaked at $403K in Q1 2026. 300 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Martel Wealth Advisors held 7,240 shares of Enterprise Products Partners worth $266K as of Q2 2026.
Martel Wealth Advisors sold 3,400 Enterprise Products Partners shares in Q2 2026, an estimated $128K.
Enterprise Products Partners made up 0.04% of Martel Wealth Advisors's portfolio in Q2 2026, its #52 holding.
Martel Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 10 quarters since.
Martel Wealth Advisors's Enterprise Products Partners position peaked at $403K in Q1 2026.
300 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.