S.A. Mason’s Enterprise Products Partners EPD Stock Holding History

S.A. Mason’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	$298K	Hold	8,357	–	–	0.09%	179
2026 Q2	$307K	Hold	8,357	–	–	0.09%	174
2026 Q1	$316K	Sell	8,357 -75	-0.9%	-$2.66K	0.12%	161
2025 Q4	$270K	Hold	8,432	–	–	0.11%	168
2025 Q3	$264K	Hold	8,432	–	–	0.12%	161
2025 Q2	$261K	Hold	8,432	–	–	0.13%	153
2025 Q1	$288K	Hold	8,432	–	–	0.15%	138
2024 Q4	$264K	Hold	8,432	–	–	0.14%	143
2024 Q3	$245K	Buy	8,432 +175	+2%	+$5.11K	0.13%	149
2024 Q2	$239K	Hold	8,257	–	–	0.14%	145
2024 Q1	$241K	Hold	8,257	–	–	0.14%	142
2023 Q4	$218K	Hold	8,257	–	–	0.15%	143
2023 Q3	$226K	Hold	8,257	–	–	0.16%	143
2023 Q2	$214K	Hold	8,257	–	–	0.16%	150
2023 Q1	$214K	Buy	8,257 +25	+0.3%	+$642	0.16%	150
2022 Q4	$199K	Sell	8,232 -800	-9%	-$19.7K	0.15%	148
2022 Q3	$215K	Hold	9,032	–	–	0.17%	139
2022 Q2	$220K	Hold	9,032	–	–	0.16%	143
2022 Q1	$233K	Hold	9,032	–	–	0.15%	145
2021 Q4	$198K	Sell	9,032 -1,385	-13%	-$31.1K	0.12%	160
2021 Q3	$225K	Hold	10,417	–	–	0.15%	149
2021 Q2	$251K	Hold	10,417	–	–	0.17%	144
2021 Q1	$229K	Sell	10,417 -900	-8%	-$19.8K	0.17%	146
2020 Q4	$222K	Hold	11,317	–	–	0.18%	136
2020 Q3	$179K	Hold	11,317	–	–	0.17%	139
2020 Q2	$206K	Sell	11,317 -1,000	-8%	-$17.9K	0.22%	116
2020 Q1	$176K	Sell	12,317 -2,000	-14%	-$46.5K	0.21%	114
2019 Q4	$403K	Buy	+14,317	New	+$388K	0.38%	81

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

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

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

S.A. Mason's EPD Position: Q3 2026 in Review

S.A. Mason held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 8,357 shares worth $298K. The position accounts for 0.09% of the portfolio, ranked #179.

S.A. Mason first reported a position in EPD in Q4 2019 and has held it in 28 quarters since. The position peaked at $403K in Q4 2019. 391 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

S.A. Mason held 8,357 shares of Enterprise Products Partners worth $298K as of Q3 2026.
S.A. Mason left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.09% of S.A. Mason's portfolio in Q3 2026, its #179 holding.
S.A. Mason first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 28 quarters since.
S.A. Mason's Enterprise Products Partners position peaked at $403K in Q4 2019.
391 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.