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Matthew Hamilton Rosenberg’s Enterprise Products Partners EPD Stock Holding History

Matthew Hamilton Rosenberg’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 		$22.2K Hold
624
– – ﹤0.01% 553
2026
Q2 		$22.9K Hold
624
– – ﹤0.01% 542
2026
Q1 		$23.6K Hold
624
– – ﹤0.01% 526
2025
Q4 		$20K Hold
624
– – ﹤0.01% 544
2025
Q3 		$19.5K Sell
624
-212
-25% -$6.69K ﹤0.01% 548
2025
Q2 		$25.9K Hold
836
– – 0.01% 526
2025
Q1 		$28.5K Hold
836
– – 0.01% 492
2024
Q4 		$26.2K Buy
836
+656
+364% +$20.2K 0.01% 508
2024
Q3 		$5.24K Buy
+180
New +$5.26K ﹤0.01% 690
2024
Q2 		– Sell
-180
Closed -$5.29K – 826
2024
Q1 		$5.29K Hold
180
– – ﹤0.01% 691
2023
Q4 		$4.74K Buy
+180
New +$4.8K ﹤0.01% 709

Other funds holding EPD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Matthew Hamilton Rosenberg's EPD Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 624 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #553.

Matthew Hamilton Rosenberg first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.5K in Q1 2025. 84 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Matthew Hamilton Rosenberg held 624 shares of Enterprise Products Partners worth $22.2K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Enterprise Products Partners share count unchanged in Q3 2026.
  • Enterprise Products Partners made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #553 holding.
  • Matthew Hamilton Rosenberg first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
  • Matthew Hamilton Rosenberg's Enterprise Products Partners position peaked at $28.5K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.