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SL Advisors’s Enterprise Products Partners EPD Stock Holding History

SL 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 		$2.62M Sell
71,351
-394
-0.5% -$14.9K 4.59% 8
2026
Q1 		$2.71M Hold
71,745
– – 4.6% 8
2025
Q4 		$2.3M Sell
71,745
-2,226
-3% -$70.4K 4.71% 8
2025
Q3 		$2.31M Buy
73,971
+907
+1% +$28.6K 4.55% 8
2025
Q2 		$2.27M Hold
73,064
– – 4.08% 8
2025
Q1 		$2.49M Hold
73,064
– – 4.36% 9
2024
Q4 		$2.29M Hold
73,064
– – 3.79% 9
2024
Q3 		$2.13M Buy
73,064
+2,226
+3% +$65K 3.83% 10
2024
Q2 		$2.05M Sell
70,838
-1,218
-2% -$34.9K 4.06% 9
2024
Q1 		$2.1M Hold
72,056
– – 4.14% 9
2023
Q4 		$1.9M Sell
72,056
-5,679
-7% -$151K 4.08% 9
2023
Q3 		$2.13M Buy
77,735
+118
+0.2% +$3.16K 2.87% 11
2023
Q2 		$2.05M Buy
77,617
+2,969
+4% +$77.6K 4.6% 6
2023
Q1 		$1.93M Hold
74,648
– – 4.14% 7
2022
Q4 		$1.8M Hold
74,648
– – 3.99% 8
2022
Q3 		$1.77M Buy
74,648
+424
+0.6% +$10.9K 4.41% 6
2022
Q2 		$1.81M Buy
74,224
+150
+0.2% +$3.95K 4.33% 8
2022
Q1 		$1.91M Sell
74,074
-642
-0.9% -$15.6K 3.91% 10
2021
Q4 		$1.64M Sell
74,716
-13,201
-15% -$296K 4.04% 8
2021
Q3 		$1.9M Buy
87,917
+551
+0.6% +$12.5K 4.81% 6
2021
Q2 		$2.11M Buy
87,366
+9,900
+13% +$234K 5.36% 5
2021
Q1 		$1.71M Hold
77,466
– – 5.15% 4
2020
Q4 		$1.52M Sell
77,466
-1,181
-2% -$22K 4.91% 3
2020
Q3 		$1.24M Buy
78,647
+10,300
+15% +$180K 4.53% 6
2020
Q2 		$1.24M Sell
68,347
-4,994
-7% -$89.3K 4.72% 6
2020
Q1 		$1.05M Sell
73,341
-6,146
-8% -$143K 4.56% 6
2019
Q4 		$2.24M Sell
79,487
-27,918
-26% -$757K 5.53% 2
2019
Q3 		$3.07M Sell
107,405
-3,271
-3% -$95.2K 5.92% 2
2019
Q2 		$3.19M Sell
110,676
-16,320
-13% -$470K 5.53% 2
2019
Q1 		$3.69M Buy
126,996
+21,789
+21% +$609K 5.71% 2
2018
Q4 		$2.59M Sell
105,207
-339
-0.3% -$9.07K 5.32% 2
2018
Q3 		$3.03M Buy
105,546
+19,918
+23% +$576K 5.58% 2
2018
Q2 		$2.37M Buy
85,628
+2,368
+3% +$64.8K 5.3% 4
2018
Q1 		$2.04M Sell
83,260
-3,538
-4% -$94.2K 4.05% 6
2017
Q4 		$2.3M Sell
86,798
-4,537
-5% -$115K 3.92% 6
2017
Q3 		$2.38M Buy
91,335
+1,200
+1% +$31.7K 1.08% 19
2017
Q2 		$2.44M Sell
90,135
-10,143
-10% -$275K 1.27% 20
2017
Q1 		$2.77M Sell
100,278
-694
-0.7% -$19.4K 1.57% 18
2016
Q4 		$2.73M Buy
100,972
+5,763
+6% +$150K 1.83% 17
2016
Q3 		$2.63M Sell
95,209
-1,000
-1% -$27.6K 2.11% 16
2016
Q2 		$2.81M Buy
+96,209
New +$2.58M 2.62% 13

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

SL Advisors's EPD Position: Q2 2026 in Review

SL Advisors reduced its Enterprise Products Partners (EPD) stake by 0.55% in Q2 2026, selling an estimated $14.9K and leaving 71,351 shares worth $2.62M. The position accounts for 4.59% of the portfolio, ranked #8.

SL Advisors first reported a position in EPD in Q2 2016 and has held it in 41 quarters since. The position peaked at $3.69M in Q1 2019. 300 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • SL Advisors held 71,351 shares of Enterprise Products Partners worth $2.62M as of Q2 2026.
  • SL Advisors sold 394 Enterprise Products Partners shares in Q2 2026, an estimated $14.9K.
  • Enterprise Products Partners made up 4.59% of SL Advisors's portfolio in Q2 2026, its #8 holding.
  • SL Advisors first reported a position in Enterprise Products Partners in Q2 2016 and has held it in 41 quarters since.
  • SL Advisors's Enterprise Products Partners position peaked at $3.69M in Q1 2019.
  • 300 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on SL Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.