SMH
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Sanders Morris Harris’s Enterprise Products Partners EPD Stock Holding History

Sanders Morris Harris’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 		– Sell
-802,160
Closed -$30.4M – 136
2026
Q1 		$30.4M Buy
+802,160
New +$28.4M 4.81% 4
2025
Q4 		– Sell
-706,820
Closed -$22.1M – 118
2025
Q3 		$22.1M Sell
706,820
-28,250
-4% -$891K 2.92% 7
2025
Q2 		$22.8M Sell
735,070
-107,437
-13% -$3.35M 5.44% 4
2025
Q1 		$28.8M Sell
842,507
-9,328
-1% -$311K 4.44% 4
2024
Q4 		$26.5M Buy
851,835
+146,031
+21% +$4.49M 3.95% 4
2024
Q3 		$20.5M Buy
705,804
+154,822
+28% +$4.52M 3.41% 5
2024
Q2 		$16M Buy
550,982
+2,094
+0.4% +$60K 2.62% 6
2024
Q1 		$16M Buy
548,888
+540,072
+6,126% +$14.8M 2.94% 6
2023
Q4 		$237K Sell
8,816
-553,577
-98% -$14.7M 0.12% 151
2023
Q3 		$15.4M Sell
562,393
-9,728
-2% -$260K 3.16% 4
2023
Q2 		$15.1M Sell
572,121
-914
-0.2% -$23.9K 3.34% 4
2023
Q1 		$14.8M Sell
573,035
-23,593
-4% -$606K 5.19% 3
2022
Q4 		$14.4M Buy
596,628
+12,238
+2% +$301K 5.45% 3
2022
Q3 		$13.9M Buy
584,390
+236
+0% +$6.09K 3.4% 4
2022
Q2 		$14.2M Buy
584,154
+6,737
+1% +$177K 3.11% 5
2022
Q1 		$14.9M Buy
577,417
+10,796
+2% +$262K 2.9% 5
2021
Q4 		$12.4M Buy
566,621
+39,797
+8% +$893K 2.15% 12
2021
Q3 		$11.4M Sell
526,824
-8,623
-2% -$196K 2.08% 9
2021
Q2 		$12.9M Sell
535,447
-200,500
-27% -$4.75M 2.51% 7
2021
Q1 		$16.2M Sell
735,947
-3,580
-0.5% -$78.7K 3.43% 5
2020
Q4 		$14.5M Sell
739,527
-1,778
-0.2% -$33.1K 3.3% 5
2020
Q3 		$11.7M Buy
741,305
+22,779
+3% +$399K 3.18% 5
2020
Q2 		$13.1M Sell
718,526
-22,231
-3% -$398K 6.35% 3
2020
Q1 		$11K Buy
740,757
+187,314
+34% +$4.35M 0.01% 123
2019
Q4 		$16.1M Buy
553,443
+21,171
+4% +$574K 3.65% 3
2019
Q3 		$15.2M Sell
532,272
-2,411
-0.5% -$70.2K 3.68% 5
2019
Q2 		$15.4M Buy
534,683
+23,912
+5% +$689K 4.01% 4
2019
Q1 		$14.9M Sell
510,771
-83,226
-14% -$2.32M 7.23% 3
2018
Q4 		$14.6M Sell
593,997
-26,238
-4% -$702K 8.02% 3
2018
Q3 		$17.8M Sell
620,235
-9,468
-2% -$274K 8.35% 2
2018
Q2 		$17.4M Sell
629,703
-15,289
-2% -$418K 8.07% 1
2018
Q1 		$15.8M Sell
644,992
-96,276
-13% -$2.56M 6.61% 3
2017
Q4 		$19.7M Sell
741,268
-749
-0.1% -$19K 8.3% 2
2017
Q3 		$19.3M Sell
742,017
-34,472
-4% -$911K 8.25% 2
2017
Q2 		$21M Buy
776,489
+4,662
+0.6% +$126K 8.57% 2
2017
Q1 		$21.3M Sell
771,827
-197,737
-20% -$5.52M 7.78% 2
2016
Q4 		$26.2M Buy
969,564
+384,430
+66% +$10M 12.12% 2
2016
Q3 		$16.2M Sell
585,134
-1,406
-0.2% -$38.8K 4.9% 3
2016
Q2 		$17.2M Buy
586,540
+2,697
+0.5% +$72.4K 3.99% 3
2016
Q1 		$14.4M Buy
+583,843
New +$13.6M 2.47% 3

Other funds holding EPD

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
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
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $658M AUM 24.19% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Sanders Morris Harris's EPD Position: Q2 2026 in Review

Sanders Morris Harris sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 802,160 shares — an estimated $30.4M sold.

Sanders Morris Harris first reported a position in EPD in Q1 2016 and held it in 40 quarters. The position peaked at $30.4M in Q1 2026. 300 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Sanders Morris Harris reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 802,160 Enterprise Products Partners shares in Q2 2026, an estimated $30.4M.
  • Sanders Morris Harris first reported a position in Enterprise Products Partners in Q1 2016 and held it in 40 quarters.
  • Sanders Morris Harris's Enterprise Products Partners position peaked at $30.4M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.