Pinnacle Holdings’s Enterprise Products Partners EPD Stock Holding History

Pinnacle Holdings’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	$3.23M	Sell	87,818 -981	-1%	-$37K	1%	34
2026 Q1	$3.36M	Sell	88,799 -95	-0.1%	-$3.36K	1.09%	25
2025 Q4	$2.85M	Sell	88,894 -794	-0.9%	-$25.1K	0.96%	35
2025 Q3	$2.8M	Buy	89,688 +165	+0.2%	+$5.21K	0.98%	34
2025 Q2	$2.78M	Buy	89,523 +2,112	+2%	+$65.8K	1%	29
2025 Q1	$2.98M	Sell	87,411 -255	-0.3%	-$8.49K	1.13%	21
2024 Q4	$2.75M	Sell	87,666 -3,531	-4%	-$108K	1.04%	24
2024 Q3	$2.65M	Buy	91,197 +9,788	+12%	+$286K	1.04%	25
2024 Q2	$2.36M	Sell	81,409 -764	-0.9%	-$21.9K	0.96%	29
2024 Q1	$2.4M	Hold	82,173	–	–	0.96%	28
2023 Q4	$2.17M	Buy	82,173 +5,485	+7%	+$146K	0.89%	32
2023 Q3	$2.1M	Sell	76,688 -1,095	-1%	-$29.3K	0.98%	26
2023 Q2	$2.05M	Sell	77,783 -1,290	-2%	-$33.7K	0.91%	32
2023 Q1	$2.05M	Buy	79,073 +150	+0.2%	+$3.85K	0.95%	29
2022 Q4	$1.9M	Sell	78,923 -78	-0.1%	-$1.92K	0.85%	38
2022 Q3	$1.88M	Sell	79,001 -1,410	-2%	-$36.4K	0.88%	35
2022 Q2	$1.96M	Hold	80,411	–	–	0.9%	35
2022 Q1	$2.08M	Buy	80,411 +235	+0.3%	+$5.71K	0.82%	38
2021 Q4	$1.76M	Sell	80,176 -417	-0.5%	-$9.35K	0.74%	47
2021 Q3	$1.74M	Buy	80,593 +1,440	+2%	+$32.7K	0.77%	48
2021 Q2	$1.91M	Sell	79,153 -1,413	-2%	-$33.4K	0.88%	35
2021 Q1	$1.77M	Buy	80,566 +1,720	+2%	+$37.8K	0.82%	42
2020 Q4	$1.54M	Sell	78,846 -31,063	-28%	-$578K	0.81%	43
2020 Q3	$1.74M	Sell	109,909 -5,121	-4%	-$89.7K	1%	34
2020 Q2	$2.09M	Buy	115,030 +5,682	+5%	+$102K	1%	30
2020 Q1	$1.56M	Sell	109,348 -807	-0.7%	-$18.7K	0.9%	42
2019 Q4	$3.1M	Sell	110,155 -955	-0.9%	-$25.9K	1.17%	23
2019 Q3	$3.18M	Sell	111,110 -2,525	-2%	-$73.5K	1.2%	18
2019 Q2	$3.28M	Sell	113,635 -1,614	-1%	-$46.5K	1.22%	19
2019 Q1	$3.35M	Sell	115,249 -3,127	-3%	-$87.3K	1.26%	19
2018 Q4	$2.91M	Buy	118,376 +627	+0.5%	+$16.8K	1.2%	20
2018 Q3	$3.38M	Sell	117,749 -5,852	-5%	-$169K	1.17%	23
2018 Q2	$3.42M	Buy	123,601 +1,475	+1%	+$40.3K	1.19%	23
2018 Q1	$2.99M	Buy	122,126 +3,175	+3%	+$84.5K	1.12%	26
2017 Q4	$3.15M	Sell	118,951 -1,567	-1%	-$39.7K	1.15%	21
2017 Q3	$3.14M	Buy	120,518 +8,910	+8%	+$236K	1.16%	20
2017 Q2	$3.02M	Sell	111,608 -6,531	-6%	-$177K	1.17%	20
2017 Q1	$3.26M	Buy	118,139 +2,235	+2%	+$62.4K	1.26%	17
2016 Q4	$3.13M	Sell	115,904 -675	-0.6%	-$17.6K	1.22%	18
2016 Q3	$3.22M	Buy	116,579 +202	+0.2%	+$5.58K	1.27%	16
2016 Q2	$3.41M	Buy	116,377 +2,520	+2%	+$67.6K	1.46%	10
2016 Q1	$2.8M	Sell	113,857 -7,960	-7%	-$185K	1.34%	16
2015 Q4	$3.12M	Sell	121,817 -1,750	-1%	-$45.5K	1.45%	13
2015 Q3	$3.08M	Buy	123,567 +85,879	+228%	+$2.38M	1.32%	16
2015 Q2	$1.13M	Hold	37,688	–	–	0.41%	79
2015 Q1	$1.24M	Buy	37,688 +845	+2%	+$28.3K	0.45%	69
2014 Q4	$1.33M	Sell	36,843 -57,745	-61%	-$2.14M	0.44%	69
2014 Q3	$3.81M	Sell	94,588 -2,644	-3%	-$104K	0.99%	26
2014 Q2	$3.81M	Buy	97,232 +4,800	+5%	+$177K	0.93%	28
2014 Q1	$3.21M	Sell	92,432 -4,348	-4%	-$144K	0.89%	30
2013 Q4	$3.21M	Buy	96,780 +18,700	+24%	+$583K	0.93%	28
2013 Q3	$2.38M	Buy	78,080 +410	+0.5%	+$12.5K	0.76%	35
2013 Q2	$2.41M	Buy	+77,670	New	+$2.35M	0.76%	37

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Pinnacle Holdings's EPD Position: Q2 2026 in Review

Pinnacle Holdings reduced its Enterprise Products Partners (EPD) stake by 1.1% in Q2 2026, selling an estimated $37K and leaving 87,818 shares worth $3.23M. The position accounts for 1% of the portfolio, ranked #34.

Pinnacle Holdings first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.81M in Q3 2014. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Pinnacle Holdings held 87,818 shares of Enterprise Products Partners worth $3.23M as of Q2 2026.
Pinnacle Holdings sold 981 Enterprise Products Partners shares in Q2 2026, an estimated $37K.
Enterprise Products Partners made up 1% of Pinnacle Holdings's portfolio in Q2 2026, its #34 holding.
Pinnacle Holdings first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
Pinnacle Holdings's Enterprise Products Partners position peaked at $3.81M in Q3 2014.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Pinnacle Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.