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 Q3	$874K	Buy	24,541 +1,800	+8%	+$68.7K	0.39%	42
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

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

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Meriwether Wealth & Planning's EPD Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its Enterprise Products Partners (EPD) stake by 7.9% in Q3 2026, buying an estimated $68.7K and bringing the position to 24,541 shares worth $874K. The position accounts for 0.39% of the portfolio, ranked #42.

Meriwether Wealth & Planning first reported a position in EPD in Q4 2024 and has held it in 8 quarters since. 367 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Meriwether Wealth & Planning held 24,541 shares of Enterprise Products Partners worth $874K as of Q3 2026.
Meriwether Wealth & Planning bought 1,800 Enterprise Products Partners shares in Q3 2026, an estimated $68.7K.
Enterprise Products Partners made up 0.39% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #42 holding.
Meriwether Wealth & Planning first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 8 quarters since.
367 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.