Sax Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Sax Wealth Advisors’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	$388K	Buy	10,250 +799	+8%	+$30.1K	0.02%	400
2026 Q1	$303K	Hold	9,451	–	–	0.01%	384
2025 Q4	$303K	Buy	9,451 +1,777	+23%	+$56.2K	0.01%	393
2025 Q3	$240K	Buy	7,674 +23	+0.3%	+$726	0.01%	392
2025 Q2	$237K	Buy	7,651 +488	+7%	+$15.2K	0.01%	381
2025 Q1	$245K	Buy	7,163 +298	+4%	+$9.93K	0.02%	320
2024 Q4	$215K	Buy	+6,865	New	+$211K	0.02%	310
2024 Q3	–	Sell	-8,458	Closed	-$245K	–	308
2024 Q2	$245K	Hold	8,458	–	–	0.02%	237
2024 Q1	$247K	Buy	+8,458	New	+$232K	0.03%	162

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

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 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

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Sax Wealth Advisors's EPD Position: Q2 2026 in Review

Sax Wealth Advisors increased its Enterprise Products Partners (EPD) stake by 8.5% in Q2 2026, buying an estimated $30.1K and bringing the position to 10,250 shares worth $388K. The position accounts for 0.02% of the portfolio, ranked #400.

Sax Wealth Advisors first reported a position in EPD in Q1 2024 and has held it in 9 quarters since. 381 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Sax Wealth Advisors held 10,250 shares of Enterprise Products Partners worth $388K as of Q2 2026.
Sax Wealth Advisors bought 799 Enterprise Products Partners shares in Q2 2026, an estimated $30.1K.
Enterprise Products Partners made up 0.02% of Sax Wealth Advisors's portfolio in Q2 2026, its #400 holding.
Sax Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 9 quarters since.
381 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.