Olistico Wealth’s Enterprise Products Partners EPD Stock Holding History

Olistico Wealth’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	$1.01M	Hold	27,442	–	–	0.43%	51
2026 Q1	$1.04M	Sell	27,442 -6,110	-18%	-$216K	0.51%	48
2025 Q4	$1.08M	Hold	33,552	–	–	0.52%	42
2025 Q3	$1.05M	Sell	33,552 -82	-0.2%	-$2.59K	0.55%	40
2025 Q2	$1.04M	Buy	33,634 +4,842	+17%	+$151K	0.58%	40
2025 Q1	$983K	Buy	28,792 +4,550	+19%	+$152K	0.61%	37
2024 Q4	$760K	Hold	24,242	–	–	0.44%	42
2024 Q3	$706K	Hold	24,242	–	–	0.43%	47
2024 Q2	$703K	Hold	24,242	–	–	0.45%	45
2024 Q1	$707K	Hold	24,242	–	–	0.51%	43
2023 Q4	$639K	Sell	24,242 -1,350	-5%	-$36K	0.5%	43
2023 Q3	$700K	Buy	25,592 +24	+0.1%	+$642	0.63%	43
2023 Q2	$674K	Buy	25,568 +24	+0.1%	+$627	0.58%	44
2023 Q1	$662K	Buy	25,544 +23	+0.1%	+$591	0.63%	43
2022 Q4	$616K	Buy	+25,521	New	+$628K	0.67%	43

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

Olistico Wealth's EPD Position: Q2 2026 in Review

Olistico Wealth held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 27,442 shares worth $1.01M. The position accounts for 0.43% of the portfolio, ranked #51.

Olistico Wealth first reported a position in EPD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.08M in Q4 2025. 300 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Olistico Wealth held 27,442 shares of Enterprise Products Partners worth $1.01M as of Q2 2026.
Olistico Wealth left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.43% of Olistico Wealth's portfolio in Q2 2026, its #51 holding.
Olistico Wealth first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 15 quarters since.
Olistico Wealth's Enterprise Products Partners position peaked at $1.08M in Q4 2025.
300 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Olistico Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.