RPg Family Wealth Advisory’s Enterprise Products Partners EPD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$363K Hold
9,863
0.06% 113
2026
Q1
$373K Buy
+9,863
New +$349K 0.08% 108
2023
Q3
Sell
-8,875
Closed -$234K 110
2023
Q2
$234K Buy
+8,875
New +$232K 0.09% 106
2020
Q2
Sell
-9,445
Closed -$135K 284
2020
Q1
$135K Buy
9,445
+484
+5% +$11.2K 0.1% 99
2019
Q4
$252K Sell
8,961
-1,616
-15% -$43.8K 0.15% 88
2019
Q3
$302K Hold
10,577
0.18% 84
2019
Q2
$305K Sell
10,577
-2,348
-18% -$67.7K 0.18% 82
2019
Q1
$376K Buy
12,925
+5,278
+69% +$147K 0.22% 79
2018
Q4
$188K Buy
7,647
+177
+2% +$4.74K 0.18% 60
2018
Q3
$215K Buy
7,470
+72
+1% +$2.08K 0.16% 63
2018
Q2
$205K Buy
7,398
+2,483
+51% +$67.9K 0.16% 65
2018
Q1
$120K Buy
4,915
+1,048
+27% +$27.9K 0.1% 56
2017
Q4
$103K Hold
3,867
0.09% 63
2017
Q3
$101K Sell
3,867
-1,032
-21% -$27.3K 0.08% 74
2017
Q2
$133K Buy
4,899
+1,232
+34% +$33.4K 0.12% 64
2017
Q1
$101K Buy
3,667
+2,667
+267% +$74.5K 0.08% 73
2016
Q4
$27K Buy
+1,000
New +$26.1K 0.02% 162
2016
Q2
Sell
-5,000
Closed -$123K 263
2016
Q1
$123K Buy
5,000
+200
+4% +$4.66K 0.1% 78
2015
Q4
$123K Buy
+4,800
New +$125K 0.11% 48

Other funds holding EPD

RPg Family Wealth Advisory's EPD Position: Q2 2026 in Review

RPg Family Wealth Advisory held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 9,863 shares worth $363K. The position accounts for 0.06% of the portfolio, ranked #113.

RPg Family Wealth Advisory first reported a position in EPD in Q4 2015 and has held it in 19 quarters since. The position peaked at $376K in Q1 2019. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • RPg Family Wealth Advisory held 9,863 shares of Enterprise Products Partners worth $363K as of Q2 2026.
  • RPg Family Wealth Advisory left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.06% of RPg Family Wealth Advisory's portfolio in Q2 2026, its #113 holding.
  • RPg Family Wealth Advisory first reported a position in Enterprise Products Partners in Q4 2015 and has held it in 19 quarters since.
  • RPg Family Wealth Advisory's Enterprise Products Partners position peaked at $376K in Q1 2019.
  • 1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on RPg Family Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.