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Old North State Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Old North State 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 		$665K Buy
18,078
+33
+0.2% +$1.25K 0.28% 67
2026
Q1 		$683K Sell
18,045
-1,385
-7% -$49K 0.32% 64
2025
Q4 		$623K Buy
19,430
+282
+1% +$8.92K 0.29% 67
2025
Q3 		$599K Buy
19,148
+296
+2% +$9.34K 0.28% 68
2025
Q2 		$585K Buy
18,852
+293
+2% +$9.13K 0.3% 59
2025
Q1 		$634K Buy
18,559
+1,069
+6% +$35.6K 0.35% 55
2024
Q4 		$549K Buy
17,490
+271
+2% +$8.32K 0.31% 57
2024
Q3 		$501K Buy
17,219
+720
+4% +$21K 0.28% 56
2024
Q2 		$478K Buy
16,499
+1,522
+10% +$43.6K 0.32% 52
2024
Q1 		$437K Buy
14,977
+281
+2% +$7.71K 0.29% 56
2023
Q4 		$387K Buy
14,696
+143
+1% +$3.81K 0.29% 58
2023
Q3 		$398K Buy
14,553
+269
+2% +$7.2K 0.35% 55
2023
Q2 		$376K Sell
14,284
-2,067
-13% -$54K 0.33% 54
2023
Q1 		$424K Buy
16,351
+4,191
+34% +$108K 0.4% 52
2022
Q4 		$293K Buy
12,160
+918
+8% +$22.6K 0.29% 54
2022
Q3 		$267K Buy
+11,242
New +$290K 0.31% 53
2022
Q2 		– Sell
-34,954
Closed -$902K – 57
2022
Q1 		$902K Buy
34,954
+663
+2% +$16.1K 0.9% 37
2021
Q4 		$753K Buy
+34,291
New +$769K 0.76% 36

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

Old North State Wealth Management's EPD Position: Q2 2026 in Review

Old North State Wealth Management increased its Enterprise Products Partners (EPD) stake by 0.18% in Q2 2026, buying an estimated $1.25K and bringing the position to 18,078 shares worth $665K. The position accounts for 0.28% of the portfolio, ranked #67.

Old North State Wealth Management first reported a position in EPD in Q4 2021 and has held it in 18 quarters since. The position peaked at $902K in Q1 2022. 377 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Old North State Wealth Management held 18,078 shares of Enterprise Products Partners worth $665K as of Q2 2026.
  • Old North State Wealth Management bought 33 Enterprise Products Partners shares in Q2 2026, an estimated $1.25K.
  • Enterprise Products Partners made up 0.28% of Old North State Wealth Management's portfolio in Q2 2026, its #67 holding.
  • Old North State Wealth Management first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 18 quarters since.
  • Old North State Wealth Management's Enterprise Products Partners position peaked at $902K in Q1 2022.
  • 377 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Old North State Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.