Rockwood Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Rockwood Wealth Management’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	$1.11M	Buy	30,117 +889	+3%	+$33.5K	0.07%	47
2026 Q1	$1.11M	Buy	29,228 +10	+0%	+$354	0.08%	46
2025 Q4	$937K	Hold	29,218	–	–	0.07%	49
2025 Q3	$914K	Hold	29,218	–	–	0.07%	46
2025 Q2	$906K	Hold	29,218	–	–	0.08%	45
2025 Q1	$998K	Hold	29,218	–	–	0.1%	38
2024 Q4	$912K	Buy	29,218 +677	+2%	+$20.8K	0.1%	37
2024 Q3	$831K	Hold	28,541	–	–	0.09%	39
2024 Q2	$827K	Hold	28,541	–	–	0.1%	39
2024 Q1	$833K	Hold	28,541	–	–	0.11%	36
2023 Q4	$752K	Hold	28,541	–	–	0.11%	39
2023 Q3	$781K	Hold	28,541	–	–	0.13%	32
2023 Q2	$752K	Hold	28,541	–	–	0.13%	38
2023 Q1	$739K	Sell	28,541 -415	-1%	-$10.7K	0.15%	33
2022 Q4	$698K	Hold	28,956	–	–	0.16%	34
2022 Q3	$689K	Hold	28,956	–	–	0.22%	27
2022 Q2	$706K	Hold	28,956	–	–	0.33%	24
2022 Q1	$747K	Hold	28,956	–	–	0.36%	27
2021 Q4	$636K	Buy	+28,956	New	+$649K	0.28%	38

Other funds holding EPD

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

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

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Rockwood Wealth Management's EPD Position: Q2 2026 in Review

Rockwood Wealth Management increased its Enterprise Products Partners (EPD) stake by 3% in Q2 2026, buying an estimated $33.5K and bringing the position to 30,117 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #47.

Rockwood Wealth Management first reported a position in EPD in Q4 2021 and has held it in 19 quarters since. 767 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Rockwood Wealth Management held 30,117 shares of Enterprise Products Partners worth $1.11M as of Q2 2026.
Rockwood Wealth Management bought 889 Enterprise Products Partners shares in Q2 2026, an estimated $33.5K.
Enterprise Products Partners made up 0.07% of Rockwood Wealth Management's portfolio in Q2 2026, its #47 holding.
Rockwood Wealth Management first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 19 quarters since.
767 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.