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 Q3	$258K	Hold	7,240	–	–	0.04%	50
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

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Martel Wealth Advisors's EPD Position: Q3 2026 in Review

Martel Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 7,240 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #50.

Martel Wealth Advisors first reported a position in EPD in Q1 2024 and has held it in 11 quarters since. The position peaked at $403K in Q1 2026. 729 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Martel Wealth Advisors held 7,240 shares of Enterprise Products Partners worth $258K as of Q3 2026.
Martel Wealth Advisors left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.04% of Martel Wealth Advisors's portfolio in Q3 2026, its #50 holding.
Martel Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 11 quarters since.
Martel Wealth Advisors's Enterprise Products Partners position peaked at $403K in Q1 2026.
729 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Martel Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.