Mission Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Mission Wealth Management’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	$1.73M	Buy	47,100 +14,827	+46%	+$559K	0.02%	341
2026 Q1	$1.22M	Sell	32,273 -75	-0.2%	-$2.65K	0.03%	293
2025 Q4	$1.04M	Buy	32,348 +328	+1%	+$10.4K	0.02%	329
2025 Q3	$1M	Buy	32,020 +7,036	+28%	+$222K	0.02%	332
2025 Q2	$775K	Buy	24,984 +399	+2%	+$12.4K	0.02%	374
2025 Q1	$839K	Sell	24,585 -7,871	-24%	-$262K	0.02%	344
2024 Q4	$1.02M	Buy	32,456 +8,052	+33%	+$247K	0.02%	286
2024 Q3	$710K	Sell	24,404 -1,120	-4%	-$32.7K	0.02%	360
2024 Q2	$740K	Buy	25,524 +4,834	+23%	+$139K	0.02%	329
2024 Q1	$604K	Buy	20,690 +103	+0.5%	+$2.83K	0.02%	391
2023 Q4	$542K	Buy	20,587 +1,181	+6%	+$31.5K	0.02%	355
2023 Q3	$531K	Buy	+19,406	New	+$519K	0.02%	330
2023 Q2	–	Sell	-59,443	Closed	-$1.54M	–	556
2023 Q1	$1.54M	Sell	59,443 -27,400	-32%	-$704K	0.06%	162
2022 Q4	$2.09M	Buy	86,843 +29,000	+50%	+$714K	0.1%	124
2022 Q3	$1.38M	Hold	57,843	–	–	0.07%	144
2022 Q2	$1.41M	Buy	57,843 +1,099	+2%	+$28.9K	0.07%	144
2022 Q1	$1.47M	Buy	56,744 +1	+0%	+$24	0.07%	141
2021 Q4	$1.25M	Buy	56,743 +206	+0.4%	+$4.62K	0.06%	170
2021 Q3	$1.22M	Buy	+56,537	New	+$1.28M	0.06%	156
2020 Q1	–	Sell	-8,893	Closed	-$250K	–	316
2019 Q4	$250K	Hold	8,893	–	–	0.02%	284
2019 Q3	$254K	Hold	8,893	–	–	0.03%	267
2019 Q2	$257K	Buy	+8,893	New	+$256K	0.03%	256
2019 Q1	–	Hold	0	–	–	–	257
2018 Q4	–	Hold	0	–	–	–	227
2018 Q1	–	Hold	0	–	–	–	183
2017 Q4	–	Hold	0	–	–	–	161
2017 Q3	–	Sell	-18,493	Closed	-$489K	–	100
2017 Q2	$501K	Buy	+18,493	New	+$501K	0.1%	98
2017 Q1	–	Hold	0	–	–	–	96
2016 Q4	–	Sell	-18,493	Closed	-$482K	–	94
2016 Q3	$511K	Hold	18,493	–	–	0.12%	87
2016 Q2	$541K	Buy	+18,493	New	+$496K	0.14%	75

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

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 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

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

Mission Wealth Management's EPD Position: Q2 2026 in Review

Mission Wealth Management increased its Enterprise Products Partners (EPD) stake by 46% in Q2 2026, buying an estimated $559K and bringing the position to 47,100 shares worth $1.73M. The position accounts for 0.02% of the portfolio, ranked #341.

Mission Wealth Management first reported a position in EPD in Q2 2016 and has held it in 25 quarters since. The position peaked at $2.09M in Q4 2022. 342 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Mission Wealth Management held 47,100 shares of Enterprise Products Partners worth $1.73M as of Q2 2026.
Mission Wealth Management bought 14,827 Enterprise Products Partners shares in Q2 2026, an estimated $559K.
Enterprise Products Partners made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #341 holding.
Mission Wealth Management first reported a position in Enterprise Products Partners in Q2 2016 and has held it in 25 quarters since.
Mission Wealth Management's Enterprise Products Partners position peaked at $2.09M in Q4 2022.
342 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.