Shepherd Financial Partners’s Enterprise Products Partners EPD Stock Holding History

Shepherd Financial Partners’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	$501K	Buy	14,064 +34	+0.2%	+$1.3K	0.04%	170
2026 Q2	$516K	Sell	14,030 -67	-0.5%	-$2.53K	0.04%	166
2026 Q1	$533K	Buy	14,097 +133	+1%	+$4.71K	0.05%	153
2025 Q4	$448K	Buy	13,964 +37	+0.3%	+$1.17K	0.04%	167
2025 Q3	$435K	Buy	13,927 +37	+0.3%	+$1.17K	0.04%	168
2025 Q2	$431K	Buy	+13,890	New	+$433K	0.05%	164

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Shepherd Financial Partners's EPD Position: Q3 2026 in Review

Shepherd Financial Partners increased its Enterprise Products Partners (EPD) stake by 0.24% in Q3 2026, buying an estimated $1.3K and bringing the position to 14,064 shares worth $501K. The position accounts for 0.04% of the portfolio, ranked #170.

Shepherd Financial Partners first reported a position in EPD in Q2 2025 and has held it in 6 quarters since. The position peaked at $533K in Q1 2026. 1,111 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Shepherd Financial Partners held 14,064 shares of Enterprise Products Partners worth $501K as of Q3 2026.
Shepherd Financial Partners bought 34 Enterprise Products Partners shares in Q3 2026, an estimated $1.3K.
Enterprise Products Partners made up 0.04% of Shepherd Financial Partners's portfolio in Q3 2026, its #170 holding.
Shepherd Financial Partners first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 6 quarters since.
Shepherd Financial Partners's Enterprise Products Partners position peaked at $533K in Q1 2026.
1,111 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Shepherd Financial Partners's 13F filing for Q3 2026, filed 3 Nov 2026.