Moisand Fitzgerald Tamayo’s Enterprise Products Partners EPD Stock Holding History

Moisand Fitzgerald Tamayo’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	$110K	Hold	2,981	–	–	0.01%	155
2026 Q1	$113K	Hold	2,981	–	–	0.01%	142
2025 Q4	$95.6K	Hold	2,981	–	–	0.01%	153
2025 Q3	$93.2K	Hold	2,981	–	–	0.01%	155
2025 Q2	$92.4K	Hold	2,981	–	–	0.01%	152
2025 Q1	$102K	Hold	2,981	–	–	0.01%	147
2024 Q4	$93.5K	Hold	2,981	–	–	0.01%	145
2024 Q3	$86.8K	Hold	2,981	–	–	0.01%	157
2024 Q2	$86.4K	Hold	2,981	–	–	0.01%	139
2024 Q1	$87K	Hold	2,981	–	–	0.01%	142
2023 Q4	$78.5K	Hold	2,981	–	–	0.01%	143
2023 Q3	$81.6K	Hold	2,981	–	–	0.02%	140
2023 Q2	$78.5K	Sell	2,981 -64	-2%	-$1.67K	0.02%	139
2023 Q1	$78.9K	Buy	3,045 +64	+2%	+$1.64K	0.02%	144
2022 Q4	$71.9K	Hold	2,981	–	–	0.02%	147
2022 Q3	$71K	Hold	2,981	–	–	0.02%	136
2022 Q2	$73K	Hold	2,981	–	–	0.02%	138
2022 Q1	$77K	Hold	2,981	–	–	0.04%	93
2021 Q4	$65K	Hold	2,981	–	–	0.02%	132
2021 Q3	$65K	Hold	2,981	–	–	0.02%	128
2021 Q2	$72K	Hold	2,981	–	–	0.03%	124
2021 Q1	$66K	Hold	2,981	–	–	0.03%	115
2020 Q4	$58K	Hold	2,981	–	–	0.03%	122
2020 Q3	$47K	Hold	2,981	–	–	0.02%	122
2020 Q2	$54K	Hold	2,981	–	–	0.03%	114
2020 Q1	$43K	Sell	2,981 -2,806	-48%	-$65.2K	0.03%	119
2019 Q4	$163K	Hold	5,787	–	–	0.08%	80
2019 Q3	$165K	Hold	5,787	–	–	0.09%	81
2019 Q2	$167K	Hold	5,787	–	–	0.09%	79
2019 Q1	$168K	Hold	5,787	–	–	0.09%	80
2018 Q4	$142K	Hold	5,787	–	–	0.09%	79
2018 Q3	$166K	Buy	+5,787	New	+$167K	0.09%	80
2018 Q2	–	Hold	0	–	–	–	79
2018 Q1	–	Hold	0	–	–	–	83
2017 Q4	–	Hold	0	–	–	–	57
2017 Q3	–	Hold	0	–	–	–	48

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

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Moisand Fitzgerald Tamayo's EPD Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 2,981 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #155.

Moisand Fitzgerald Tamayo first reported a position in EPD in Q3 2018 and has held it in 32 quarters since. The position peaked at $168K in Q1 2019. 395 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Moisand Fitzgerald Tamayo held 2,981 shares of Enterprise Products Partners worth $110K as of Q2 2026.
Moisand Fitzgerald Tamayo left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #155 holding.
Moisand Fitzgerald Tamayo first reported a position in Enterprise Products Partners in Q3 2018 and has held it in 32 quarters since.
Moisand Fitzgerald Tamayo's Enterprise Products Partners position peaked at $168K in Q1 2019.
395 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.