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Merit Financial Group’s Enterprise Products Partners EPD Stock Holding History

Merit Financial Group’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 		$2.02M Sell
54,906
-10,548
-16% -$398K 0.01% 749
2026
Q1 		$2.48M Sell
65,454
-631
-1% -$22.3K 0.02% 591
2025
Q4 		$2.12M Buy
66,085
+10,005
+18% +$316K 0.02% 629
2025
Q3 		$1.75M Buy
56,080
+14,520
+35% +$458K 0.02% 633
2025
Q2 		$1.29M Buy
41,560
+595
+1% +$18.5K 0.01% 674
2025
Q1 		$1.4M Buy
40,965
+16,136
+65% +$537K 0.02% 541
2024
Q4 		$779K Sell
24,829
-14,183
-36% -$436K 0.01% 572
2024
Q3 		$1.14M Buy
39,012
+5,271
+16% +$154K 0.03% 390
2024
Q2 		$978K Buy
33,741
+2,400
+8% +$68.8K 0.02% 418
2024
Q1 		$881K Sell
31,341
-1,842
-6% -$50.6K 0.02% 438
2023
Q4 		$874K Buy
33,183
+13,076
+65% +$348K 0.03% 347
2023
Q3 		$550K Buy
20,107
+317
+2% +$8.48K 0.02% 438
2023
Q2 		$521K Buy
19,790
+1,276
+7% +$33.4K 0.02% 461
2023
Q1 		$480K Sell
18,514
-24,082
-57% -$619K 0.02% 414
2022
Q4 		$1.03M Buy
42,596
+3,390
+9% +$83.5K 0.04% 293
2022
Q3 		$932K Sell
39,206
-3,561
-8% -$91.9K 0.04% 256
2022
Q2 		$1.04M Buy
42,767
+26,358
+161% +$693K 0.03% 251
2022
Q1 		$424K Buy
+16,409
New +$398K 0.03% 256

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

Merit Financial Group's EPD Position: Q2 2026 in Review

Merit Financial Group reduced its Enterprise Products Partners (EPD) stake by 16% in Q2 2026, selling an estimated $398K and leaving 54,906 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #749.

Merit Financial Group first reported a position in EPD in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.48M in Q1 2026. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Merit Financial Group held 54,906 shares of Enterprise Products Partners worth $2.02M as of Q2 2026.
  • Merit Financial Group sold 10,548 Enterprise Products Partners shares in Q2 2026, an estimated $398K.
  • Enterprise Products Partners made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #749 holding.
  • Merit Financial Group first reported a position in Enterprise Products Partners in Q1 2022 and has held it in 18 quarters since.
  • Merit Financial Group's Enterprise Products Partners position peaked at $2.48M in Q1 2026.
  • 1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.