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SageGuard Financial Group’s Enterprise Products Partners EPD Stock Holding History

SageGuard Financial Group’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 		$588K Sell
15,999
-1,367
-8% -$51.6K 0.08% 127
2026
Q1 		$657K Sell
17,366
-483
-3% -$17.1K 0.1% 108
2025
Q4 		$572K Buy
+17,849
New +$564K 0.09% 106

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 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

SageGuard Financial Group's EPD Position: Q2 2026 in Review

SageGuard Financial Group reduced its Enterprise Products Partners (EPD) stake by 7.9% in Q2 2026, selling an estimated $51.6K and leaving 15,999 shares worth $588K. The position accounts for 0.08% of the portfolio, ranked #127.

SageGuard Financial Group first reported a position in EPD in Q4 2025 and has held it in 3 quarters since. The position peaked at $657K in Q1 2026. 1,064 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • SageGuard Financial Group held 15,999 shares of Enterprise Products Partners worth $588K as of Q2 2026.
  • SageGuard Financial Group sold 1,367 Enterprise Products Partners shares in Q2 2026, an estimated $51.6K.
  • Enterprise Products Partners made up 0.08% of SageGuard Financial Group's portfolio in Q2 2026, its #127 holding.
  • SageGuard Financial Group first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Enterprise Products Partners position peaked at $657K in Q1 2026.
  • 1,064 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.