OIA
EPD icon

OneDigital Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

OneDigital Investment Advisors’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 		$1.67M Buy
45,480
+1,200
+3% +$45.3K 0.01% 565
2026
Q1 		$1.68M Sell
44,280
-790
-2% -$28K 0.02% 530
2025
Q4 		$1.44M Buy
45,070
+1,328
+3% +$42K 0.01% 557
2025
Q3 		$1.37M Buy
43,742
+88
+0.2% +$2.78K 0.01% 553
2025
Q2 		$1.35M Buy
43,654
+1,740
+4% +$54.2K 0.02% 543
2025
Q1 		$1.43M Sell
41,914
-11,657
-22% -$388K 0.02% 498
2024
Q4 		$1.68M Sell
53,571
-1,222
-2% -$37.5K 0.02% 463
2024
Q3 		$1.6M Sell
54,793
-756
-1% -$22.1K 0.02% 507
2024
Q2 		$1.61M Buy
55,549
+5,707
+11% +$164K 0.02% 477
2024
Q1 		$1.45M Buy
49,842
+946
+2% +$26K 0.02% 406
2023
Q4 		$1.29M Buy
48,896
+1,313
+3% +$35K 0.02% 401
2023
Q3 		$1.3M Buy
47,583
+10,201
+27% +$273K 0.03% 369
2023
Q2 		$985K Buy
37,382
+398
+1% +$10.4K 0.02% 412
2023
Q1 		$958K Buy
36,984
+1,271
+4% +$32.6K 0.02% 396
2022
Q4 		$861K Sell
35,713
-761
-2% -$18.7K 0.03% 386
2022
Q3 		$867K Buy
36,474
+516
+1% +$13.3K 0.03% 327
2022
Q2 		$876K Buy
35,958
+713
+2% +$18.8K 0.04% 283
2022
Q1 		$910K Buy
35,245
+9,765
+38% +$237K 0.03% 302
2021
Q4 		$560K Buy
25,480
+12,296
+93% +$276K 0.02% 418
2021
Q3 		$285K Buy
13,184
+841
+7% +$19.1K 0.01% 589
2021
Q2 		$298K Buy
12,343
+1,830
+17% +$43.3K 0.01% 558
2021
Q1 		$231K Sell
10,513
-1,676
-14% -$36.9K 0.01% 572
2020
Q4 		$239K Sell
12,189
-2,314
-16% -$43.1K 0.01% 546
2020
Q3 		$229K Sell
14,503
-2,415
-14% -$42.3K 0.02% 513
2020
Q2 		$307K Buy
16,918
+1,148
+7% +$20.5K 0.02% 436
2020
Q1 		$226K Buy
15,770
+971
+7% +$22.6K 0.02% 445
2019
Q4 		$417K Buy
14,799
+540
+4% +$14.6K 0.03% 345
2019
Q3 		$408K Buy
14,259
+232
+2% +$6.75K 0.04% 318
2019
Q2 		$405K Buy
14,027
+9,241
+193% +$266K 0.03% 283
2019
Q1 		$139K Buy
4,786
+1,322
+38% +$36.9K 0.02% 326
2018
Q4 		$85K Buy
3,464
+1,006
+41% +$26.9K 0.01% 363
2018
Q3 		$71K Sell
2,458
-981
-29% -$28.3K 0.02% 331
2018
Q2 		$95K Sell
3,439
-2,158
-39% -$59K 0.02% 349
2018
Q1 		$137K Buy
5,597
+1,055
+23% +$28.1K 0.03% 288
2017
Q4 		$120K Sell
4,542
-169
-4% -$4.28K 0.01% 308
2017
Q3 		$123K Buy
4,711
+869
+23% +$23K 0.05% 200
2017
Q2 		$104K Buy
+3,842
New +$104K 0.03% 305

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

OneDigital Investment Advisors's EPD Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Enterprise Products Partners (EPD) stake by 2.7% in Q2 2026, buying an estimated $45.3K and bringing the position to 45,480 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #565.

OneDigital Investment Advisors first reported a position in EPD in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.68M in Q4 2024. 1,130 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • OneDigital Investment Advisors held 45,480 shares of Enterprise Products Partners worth $1.67M as of Q2 2026.
  • OneDigital Investment Advisors bought 1,200 Enterprise Products Partners shares in Q2 2026, an estimated $45.3K.
  • Enterprise Products Partners made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #565 holding.
  • OneDigital Investment Advisors first reported a position in Enterprise Products Partners in Q2 2017 and has held it in 37 quarters since.
  • OneDigital Investment Advisors's Enterprise Products Partners position peaked at $1.68M in Q4 2024.
  • 1,130 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.