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Samalin Investment Counsel’s Enterprise Products Partners EPD Stock Holding History

Samalin Investment Counsel’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 		$2.76M Sell
75,058
-3,380
-4% -$128K 0.86% 31
2026
Q1 		$2.97M Buy
78,438
+7,223
+10% +$256K 1.05% 20
2025
Q4 		$2.28M Sell
71,215
-2,482
-3% -$78.5K 0.81% 28
2025
Q3 		$2.3M Buy
73,697
+6,402
+10% +$202K 0.79% 26
2025
Q2 		$2.09M Buy
67,295
+4,339
+7% +$135K 0.8% 25
2025
Q1 		$2.15M Buy
62,956
+737
+1% +$24.5K 0.87% 23
2024
Q4 		$1.95M Sell
62,219
-10,965
-15% -$337K 0.84% 27
2024
Q3 		$2.13M Sell
73,184
-4,189
-5% -$122K 0.93% 21
2024
Q2 		$2.24M Sell
77,373
-8,247
-10% -$236K 1.05% 20
2024
Q1 		$2.5M Buy
85,620
+4,416
+5% +$121K 1.19% 14
2023
Q4 		$2.14M Buy
81,204
+6,049
+8% +$161K 1.08% 17
2023
Q3 		$2.06M Buy
75,155
+4,080
+6% +$109K 1.18% 17
2023
Q2 		$1.87M Buy
71,075
+24,765
+53% +$647K 1.01% 17
2023
Q1 		$1.2M Buy
46,310
+2,383
+5% +$61.2K 0.72% 34
2022
Q4 		$1.06M Buy
43,927
+3,366
+8% +$82.9K 0.67% 37
2022
Q3 		$965K Buy
40,561
+2,010
+5% +$51.9K 0.71% 37
2022
Q2 		$939K Buy
38,551
+1,195
+3% +$31.4K 0.66% 43
2022
Q1 		$964K Buy
37,356
+1,907
+5% +$46.3K 0.58% 44
2021
Q4 		$778K Buy
35,449
+1,184
+3% +$26.6K 0.47% 57
2021
Q3 		$741K Buy
34,265
+2,937
+9% +$66.7K 0.48% 52
2021
Q2 		$756K Sell
31,328
-5,172
-14% -$122K 0.49% 54
2021
Q1 		$803K Buy
36,500
+24,510
+204% +$539K 0.54% 43
2020
Q4 		$235K Buy
+11,990
New +$223K 0.18% 189
2020
Q1 		– Sell
-4,484
Closed -$126K – 247
2019
Q4 		$126K Buy
+4,484
New +$122K 0.11% 198

Other funds holding EPD

AA
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
FI
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
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Samalin Investment Counsel's EPD Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Enterprise Products Partners (EPD) stake by 4.3% in Q2 2026, selling an estimated $128K and leaving 75,058 shares worth $2.76M. The position accounts for 0.86% of the portfolio, ranked #31.

Samalin Investment Counsel first reported a position in EPD in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.97M in Q1 2026. 683 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Samalin Investment Counsel held 75,058 shares of Enterprise Products Partners worth $2.76M as of Q2 2026.
  • Samalin Investment Counsel sold 3,380 Enterprise Products Partners shares in Q2 2026, an estimated $128K.
  • Enterprise Products Partners made up 0.86% of Samalin Investment Counsel's portfolio in Q2 2026, its #31 holding.
  • Samalin Investment Counsel first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 24 quarters since.
  • Samalin Investment Counsel's Enterprise Products Partners position peaked at $2.97M in Q1 2026.
  • 683 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.