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Meriwether Wealth & Planning’s Enterprise Products Partners EPD Stock Holding History

Meriwether Wealth & Planning’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 		$836K Hold
22,741
– – 0.41% 47
2026
Q1 		$861K Buy
22,741
+143
+0.6% +$5.06K 0.47% 41
2025
Q4 		$724K Hold
22,598
– – 0.41% 48
2025
Q3 		$707K Buy
22,598
+500
+2% +$15.8K 0.41% 45
2025
Q2 		$685K Hold
22,098
– – 0.43% 45
2025
Q1 		$754K Sell
22,098
-80
-0.4% -$2.66K 0.49% 48
2024
Q4 		$696K Buy
+22,178
New +$681K 0.5% 46

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

Meriwether Wealth & Planning's EPD Position: Q2 2026 in Review

Meriwether Wealth & Planning held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 22,741 shares worth $836K. The position accounts for 0.41% of the portfolio, ranked #47.

Meriwether Wealth & Planning first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $861K in Q1 2026. 300 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Meriwether Wealth & Planning held 22,741 shares of Enterprise Products Partners worth $836K as of Q2 2026.
  • Meriwether Wealth & Planning left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.41% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #47 holding.
  • Meriwether Wealth & Planning first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
  • Meriwether Wealth & Planning's Enterprise Products Partners position peaked at $861K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.