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Plancorp LLC’s Enterprise Products Partners EPD Stock Holding History

Plancorp LLC’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 		$455K Buy
11,881
+534
+5% +$20.1K 0.01% 269
2026
Q1 		$424K Buy
11,347
+36
+0.3% +$1.27K 0.01% 251
2025
Q4 		$363K Buy
11,311
+39
+0.3% +$1.23K 0.01% 255
2025
Q3 		$352K Buy
11,272
+38
+0.3% +$1.2K 0.01% 274
2025
Q2 		$348K Buy
11,234
+37
+0.3% +$1.15K 0.01% 272
2025
Q1 		$382K Sell
11,197
-3,809
-25% -$127K 0.02% 247
2024
Q4 		$471K Buy
15,006
+36
+0.2% +$1.11K 0.02% 202
2024
Q3 		$436K Buy
+14,970
New +$437K 0.02% 203
2023
Q4 		– Sell
-8,529
Closed -$233K – 280
2023
Q3 		$233K Buy
8,529
+37
+0.4% +$990 0.01% 230
2023
Q2 		$224K Buy
8,492
+36
+0.4% +$941 0.01% 227
2023
Q1 		$219K Buy
8,456
+34
+0.4% +$873 0.01% 235
2022
Q4 		$203K Buy
+8,422
New +$207K 0.01% 227
2022
Q3 		– Sell
-8,355
Closed -$204K – 236
2022
Q2 		$204K Buy
8,355
+188
+2% +$4.95K 0.01% 228
2022
Q1 		$211K Buy
+8,167
New +$198K 0.01% 231
2020
Q1 		– Sell
-75,498
Closed -$2.13M – 171
2019
Q4 		$2.13M Buy
75,498
+25
+0% +$678 0.65% 37
2019
Q3 		$2.16M Buy
75,473
+22
+0% +$641 0.82% 28
2019
Q2 		$2.18M Buy
75,451
+21
+0% +$605 0.86% 26
2019
Q1 		$2.19M Buy
75,430
+22
+0% +$615 0.83% 26
2018
Q4 		$1.85M Buy
75,408
+22
+0% +$589 0.84% 25
2018
Q3 		$2.17M Buy
75,386
+20
+0% +$578 0.85% 26
2018
Q2 		$2.08M Buy
75,366
+22
+0% +$602 0.83% 25
2018
Q1 		$1.84M Buy
75,344
+21
+0% +$559 0.59% 31
2017
Q4 		$2M Buy
75,323
+23
+0% +$582 0.65% 31
2017
Q3 		$1.96M Buy
75,300
+20
+0% +$529 0.58% 31
2017
Q2 		$2.04M Sell
75,280
-1,964
-3% -$53.2K 0.61% 30
2017
Q1 		$2.13M Buy
77,244
+18
+0% +$503 0.62% 28
2016
Q4 		$2.09M Buy
77,226
+21
+0% +$547 0.59% 26
2016
Q3 		$2.13M Buy
77,205
+9,275
+14% +$256K 1.36% 20
2016
Q2 		$1.99M Buy
+67,930
New +$1.82M 1.76% 18
2016
Q1 		– Sell
-67,930
Closed -$1.74M – 53
2015
Q4 		$1.74M Hold
67,930
– – 2.08% 12
2015
Q3 		$1.69M Hold
67,930
– – 1.53% 14
2015
Q2 		$2.03M Buy
+67,930
New +$2.22M 1.88% 10
2015
Q1 		– Sell
-6,020
Closed -$217K – 96
2014
Q4 		$217K Sell
6,020
-3,470
-37% -$128K 0.23% 65
2014
Q3 		$383K Buy
+9,490
New +$372K 0.4% 58
2014
Q2 		– Sell
-9,128
Closed -$316K – 82
2014
Q1 		$316K Buy
9,128
+10
+0.1% +$331 0.21% 77
2013
Q4 		$302K Buy
+9,118
New +$284K 0.26% 70

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 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
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Plancorp LLC's EPD Position: Q2 2026 in Review

Plancorp LLC increased its Enterprise Products Partners (EPD) stake by 4.7% in Q2 2026, buying an estimated $20.1K and bringing the position to 11,881 shares worth $455K. The position accounts for 0.01% of the portfolio, ranked #269.

Plancorp LLC first reported a position in EPD in Q4 2013 and has held it in 36 quarters since. The position peaked at $2.19M in Q1 2019. 688 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Plancorp LLC held 11,881 shares of Enterprise Products Partners worth $455K as of Q2 2026.
  • Plancorp LLC bought 534 Enterprise Products Partners shares in Q2 2026, an estimated $20.1K.
  • Enterprise Products Partners made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #269 holding.
  • Plancorp LLC first reported a position in Enterprise Products Partners in Q4 2013 and has held it in 36 quarters since.
  • Plancorp LLC's Enterprise Products Partners position peaked at $2.19M in Q1 2019.
  • 688 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.