ORBA Wealth Advisors
EPD icon

ORBA Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

ORBA Wealth 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
Q3 		$202K Sell
5,663
-5,632
-50% -$215K 0.17% 81
2026
Q2 		$415K Sell
11,295
-11,264
-50% -$425K 0.36% 58
2026
Q1 		$854K Hold
22,559
– – 1.02% 31
2025
Q4 		$723K Hold
22,559
– – 0.63% 41
2025
Q3 		$705K Sell
22,559
-112
-0.5% -$3.53K 0.58% 39
2025
Q2 		$703K Buy
22,671
+10,764
+90% +$335K 0.64% 38
2025
Q1 		$407K Hold
11,907
– – 0.21% 71
2024
Q4 		$373K Sell
11,907
-2,857
-19% -$87.8K 0.2% 73
2024
Q3 		$430K Buy
14,764
+34
+0.2% +$993 0.22% 73
2024
Q2 		$427K Hold
14,730
– – 0.22% 70
2024
Q1 		$430K Buy
14,730
+466
+3% +$12.8K 0.24% 68
2023
Q4 		$376K Buy
+14,264
New +$380K 0.23% 66

Other funds holding EPD

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

ORBA Wealth Advisors's EPD Position: Q3 2026 in Review

ORBA Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 50% in Q3 2026, selling an estimated $215K and leaving 5,663 shares worth $202K. The position accounts for 0.17% of the portfolio, ranked #81.

ORBA Wealth Advisors first reported a position in EPD in Q4 2023 and has held it in 12 quarters since. The position peaked at $854K in Q1 2026. 661 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • ORBA Wealth Advisors held 5,663 shares of Enterprise Products Partners worth $202K as of Q3 2026.
  • ORBA Wealth Advisors sold 5,632 Enterprise Products Partners shares in Q3 2026, an estimated $215K.
  • Enterprise Products Partners made up 0.17% of ORBA Wealth Advisors's portfolio in Q3 2026, its #81 holding.
  • ORBA Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 12 quarters since.
  • ORBA Wealth Advisors's Enterprise Products Partners position peaked at $854K in Q1 2026.
  • 661 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on ORBA Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.