Sendero Wealth Management
EPD icon

Sendero Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Sendero Wealth Management’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 		$430K Buy
12,069
+5,242
+77% +$200K 0.04% 169
2026
Q2 		$251K Hold
6,827
– – 0.03% 200
2026
Q1 		$258K Sell
6,827
-1,000
-13% -$35.4K 0.03% 188
2025
Q4 		$251K Buy
7,827
+1,000
+15% +$31.6K 0.03% 185
2025
Q3 		$213K Sell
6,827
-7,368
-52% -$232K 0.03% 185
2025
Q2 		$440K Hold
14,195
– – 0.05% 156
2025
Q1 		$485K Hold
14,195
– – 0.07% 140
2024
Q4 		$445K Buy
14,195
+5,000
+54% +$154K 0.07% 135
2024
Q3 		$268K Buy
9,195
+827
+10% +$24.2K 0.04% 151
2024
Q2 		$243K Hold
8,368
– – 0.04% 151
2024
Q1 		$244K Hold
8,368
– – 0.04% 149
2023
Q4 		$220K Hold
8,368
– – 0.04% 144
2023
Q3 		$229K Hold
8,368
– – 0.05% 147
2023
Q2 		$220K Buy
+8,368
New +$219K 0.05% 144

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Fidelity Investments
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Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Paralel Advisors
Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Sendero Wealth Management's EPD Position: Q3 2026 in Review

Sendero Wealth Management increased its Enterprise Products Partners (EPD) stake by 77% in Q3 2026, buying an estimated $200K and bringing the position to 12,069 shares worth $430K. The position accounts for 0.04% of the portfolio, ranked #169.

Sendero Wealth Management first reported a position in EPD in Q2 2023 and has held it in 14 quarters since. The position peaked at $485K in Q1 2025. 1,111 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Sendero Wealth Management held 12,069 shares of Enterprise Products Partners worth $430K as of Q3 2026.
  • Sendero Wealth Management bought 5,242 Enterprise Products Partners shares in Q3 2026, an estimated $200K.
  • Enterprise Products Partners made up 0.04% of Sendero Wealth Management's portfolio in Q3 2026, its #169 holding.
  • Sendero Wealth Management first reported a position in Enterprise Products Partners in Q2 2023 and has held it in 14 quarters since.
  • Sendero Wealth Management's Enterprise Products Partners position peaked at $485K in Q1 2025.
  • 1,111 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.