Silvia McColl Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Silvia McColl 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 Q2	$777K	Hold	21,143	–	–	0.47%	52
2026 Q1	$800K	Sell	21,143 -120	-0.6%	-$4.25K	0.53%	46
2025 Q4	$682K	Hold	21,263	–	–	0.45%	50
2025 Q3	$665K	Hold	21,263	–	–	0.45%	52
2025 Q2	$659K	Sell	21,263 -639	-3%	-$19.9K	0.48%	51
2025 Q1	$748K	Buy	21,902 +400	+2%	+$13.3K	0.57%	44
2024 Q4	$674K	Hold	21,502	–	–	0.51%	47
2024 Q3	$626K	Buy	21,502 +640	+3%	+$18.7K	0.47%	49
2024 Q2	$605K	Hold	20,862	–	–	0.5%	45
2024 Q1	$608K	Buy	20,862 +40	+0.2%	+$1.1K	0.52%	45
2023 Q4	$549K	Hold	20,822	–	–	0.49%	47
2023 Q3	$570K	Hold	20,822	–	–	0.57%	41
2023 Q2	$549K	Hold	20,822	–	–	0.51%	46
2023 Q1	$539K	Hold	20,822	–	–	0.53%	45
2022 Q4	$502K	Buy	+20,822	New	+$513K	0.49%	54

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

Silvia McColl Wealth Management's EPD Position: Q2 2026 in Review

Silvia McColl Wealth Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 21,143 shares worth $777K. The position accounts for 0.47% of the portfolio, ranked #52.

Silvia McColl Wealth Management first reported a position in EPD in Q4 2022 and has held it in 15 quarters since. The position peaked at $800K in Q1 2026. 377 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Silvia McColl Wealth Management held 21,143 shares of Enterprise Products Partners worth $777K as of Q2 2026.
Silvia McColl Wealth Management left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.47% of Silvia McColl Wealth Management's portfolio in Q2 2026, its #52 holding.
Silvia McColl Wealth Management first reported a position in Enterprise Products Partners in Q4 2022 and has held it in 15 quarters since.
Silvia McColl Wealth Management's Enterprise Products Partners position peaked at $800K in Q1 2026.
377 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Silvia McColl Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.