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McAdam LLC’s Enterprise Products Partners EPD Stock Holding History

McAdam LLC’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 		$1.3M Buy
35,302
+373
+1% +$14.1K 0.05% 144
2026
Q1 		$1.32M Buy
34,929
+591
+2% +$20.9K 0.06% 139
2025
Q4 		$1.1M Buy
34,338
+2,844
+9% +$89.9K 0.05% 145
2025
Q3 		$985K Buy
31,494
+1
+0% +$32 0.05% 147
2025
Q2 		$977K Sell
31,493
-281
-0.9% -$8.75K 0.05% 141
2025
Q1 		$1.08M Buy
31,774
+2,298
+8% +$76.5K 0.07% 123
2024
Q4 		$924K Buy
29,476
+831
+3% +$25.5K 0.05% 141
2024
Q3 		$834K Sell
28,645
-25
-0.1% -$730 0.05% 150
2024
Q2 		$831K Buy
28,670
+372
+1% +$10.7K 0.05% 130
2024
Q1 		$826K Sell
28,298
-11,467
-29% -$315K 0.05% 128
2023
Q4 		$1.05M Sell
39,765
-97
-0.2% -$2.58K 0.08% 107
2023
Q3 		$1.09M Buy
39,862
+63
+0.2% +$1.69K 0.09% 102
2023
Q2 		$1.05M Buy
39,799
+557
+1% +$14.6K 0.09% 105
2023
Q1 		$1.02M Buy
+39,242
New +$1.01M 0.09% 109
2018
Q4 		– Sell
-362
Closed -$11K – 206
2018
Q3 		$11K Hold
362
– – ﹤0.01% 324
2018
Q2 		$10K Hold
362
– – ﹤0.01% 325
2018
Q1 		$9K Buy
+362
New +$9.64K ﹤0.01% 335

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

McAdam LLC's EPD Position: Q2 2026 in Review

McAdam LLC increased its Enterprise Products Partners (EPD) stake by 1.1% in Q2 2026, buying an estimated $14.1K and bringing the position to 35,302 shares worth $1.3M. The position accounts for 0.05% of the portfolio, ranked #144.

McAdam LLC first reported a position in EPD in Q1 2018 and has held it in 17 quarters since. The position peaked at $1.32M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • McAdam LLC held 35,302 shares of Enterprise Products Partners worth $1.3M as of Q2 2026.
  • McAdam LLC bought 373 Enterprise Products Partners shares in Q2 2026, an estimated $14.1K.
  • Enterprise Products Partners made up 0.05% of McAdam LLC's portfolio in Q2 2026, its #144 holding.
  • McAdam LLC first reported a position in Enterprise Products Partners in Q1 2018 and has held it in 17 quarters since.
  • McAdam LLC's Enterprise Products Partners position peaked at $1.32M in Q1 2026.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.