Root Financial Partners’s Enterprise Products Partners EPD Stock Holding History

Root Financial Partners’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	$1.12M	Sell	31,366 -267	-0.8%	-$10.2K	0.04%	121
2026 Q2	$1.16M	Hold	31,633	–	–	0.05%	111
2026 Q1	$1.2M	Sell	31,633 -45	-0.1%	-$1.59K	0.06%	90
2025 Q4	$1.02M	Sell	31,678 -631	-2%	-$20K	0.05%	96
2025 Q3	$1.01M	Buy	32,309 +1,970	+6%	+$62.2K	0.06%	86
2025 Q2	$941K	Sell	30,339 -1,249	-4%	-$38.9K	0.09%	76
2025 Q1	$1.08M	Buy	31,588 +1,187	+4%	+$39.5K	0.11%	65
2024 Q4	$953K	Buy	30,401 +2,869	+10%	+$88.1K	0.12%	61
2024 Q3	$801K	Buy	+27,532	New	+$804K	0.13%	60

Other funds holding EPD

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Root Financial Partners's EPD Position: Q3 2026 in Review

Root Financial Partners reduced its Enterprise Products Partners (EPD) stake by 0.84% in Q3 2026, selling an estimated $10.2K and leaving 31,366 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #121.

Root Financial Partners first reported a position in EPD in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.2M in Q1 2026. 661 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Root Financial Partners held 31,366 shares of Enterprise Products Partners worth $1.12M as of Q3 2026.
Root Financial Partners sold 267 Enterprise Products Partners shares in Q3 2026, an estimated $10.2K.
Enterprise Products Partners made up 0.04% of Root Financial Partners's portfolio in Q3 2026, its #121 holding.
Root Financial Partners first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 9 quarters since.
Root Financial Partners's Enterprise Products Partners position peaked at $1.2M in Q1 2026.
661 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.