Patriot Investment Management Group’s Enterprise Products Partners EPD Stock Holding History

Patriot Investment Management Group’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	$593K	Sell	16,126 -5,500	-25%	-$208K	0.03%	157
2026 Q1	$818K	Buy	21,626 +183	+0.9%	+$6.48K	0.05%	138
2025 Q4	$687K	Buy	21,443 +201	+0.9%	+$6.36K	0.04%	143
2025 Q3	$664K	Buy	21,242 +360	+2%	+$11.4K	0.04%	142
2025 Q2	$648K	Buy	20,882 +194	+0.9%	+$6.04K	0.04%	138
2025 Q1	$706K	Buy	20,688 +181	+0.9%	+$6.03K	0.05%	129
2024 Q4	$643K	Buy	20,507 +190	+0.9%	+$5.84K	0.05%	134
2024 Q3	$591K	Buy	20,317 +199	+1%	+$5.81K	0.04%	147
2024 Q2	$583K	Sell	20,118 -2,368	-11%	-$67.9K	0.05%	149
2024 Q1	$656K	Buy	22,486 +201	+0.9%	+$5.52K	0.05%	138
2023 Q4	$587K	Sell	22,285 -3,286	-13%	-$87.5K	0.05%	146
2023 Q3	$700K	Buy	25,571 +254	+1%	+$6.79K	0.06%	124
2023 Q2	$667K	Buy	25,317 +253	+1%	+$6.61K	0.06%	140
2023 Q1	$649K	Buy	25,064 +241	+1%	+$6.19K	0.06%	141
2022 Q4	$659K	Buy	24,823 +245	+1%	+$6.03K	0.06%	140
2022 Q3	$584K	Buy	24,578 +224	+0.9%	+$5.78K	0.06%	144
2022 Q2	$593K	Sell	24,354 -978	-4%	-$25.7K	0.06%	150
2022 Q1	$653K	Buy	25,332 +224	+0.9%	+$5.44K	0.06%	147
2021 Q4	$551K	Buy	25,108 +6,470	+35%	+$145K	0.05%	170
2021 Q3	$403K	Buy	18,638 +1,264	+7%	+$28.7K	0.04%	192
2021 Q2	$419K	Buy	17,374 +186	+1%	+$4.4K	0.04%	185
2021 Q1	$378K	Buy	+17,188	New	+$378K	0.04%	183
2020 Q4	–	Sell	-15,009	Closed	-$236K	–	180
2020 Q3	$236K	Buy	15,009 +1,007	+7%	+$17.6K	0.03%	203
2020 Q2	$254K	Buy	14,002 +1,821	+15%	+$32.6K	0.03%	192
2020 Q1	$174K	Buy	12,181 +1,191	+11%	+$27.7K	0.03%	198
2019 Q4	$309K	Buy	10,990 +129	+1%	+$3.5K	0.04%	185
2019 Q3	$303K	Buy	10,861 +40	+0.4%	+$1.17K	0.04%	178
2019 Q2	$312K	Buy	10,821 +38	+0.4%	+$1.09K	0.04%	175
2019 Q1	$313K	Buy	+10,783	New	+$301K	0.05%	177

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

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Patriot Investment Management Group's EPD Position: Q2 2026 in Review

Patriot Investment Management Group reduced its Enterprise Products Partners (EPD) stake by 25% in Q2 2026, selling an estimated $208K and leaving 16,126 shares worth $593K. The position accounts for 0.03% of the portfolio, ranked #157.

Patriot Investment Management Group first reported a position in EPD in Q1 2019 and has held it in 29 quarters since. The position peaked at $818K in Q1 2026. 527 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Patriot Investment Management Group held 16,126 shares of Enterprise Products Partners worth $593K as of Q2 2026.
Patriot Investment Management Group sold 5,500 Enterprise Products Partners shares in Q2 2026, an estimated $208K.
Enterprise Products Partners made up 0.03% of Patriot Investment Management Group's portfolio in Q2 2026, its #157 holding.
Patriot Investment Management Group first reported a position in Enterprise Products Partners in Q1 2019 and has held it in 29 quarters since.
Patriot Investment Management Group's Enterprise Products Partners position peaked at $818K in Q1 2026.
527 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.