SWIM
EPD icon

Smallwood Wealth Investment Management’s Enterprise Products Partners EPD Stock Holding History

Smallwood Wealth Investment 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 		$42.3K Hold
1,151
– – 0.02% 206
2026
Q1 		$43.6K Hold
1,151
– – 0.02% 188
2025
Q4 		$36.9K Hold
1,151
– – 0.02% 204
2025
Q3 		$36K Hold
1,151
– – 0.02% 213
2025
Q2 		$35.7K Buy
1,151
+18
+2% +$561 0.02% 201
2025
Q1 		$38.7K Buy
+1,133
New +$37.7K 0.02% 184

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
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
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Smallwood Wealth Investment Management's EPD Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 1,151 shares worth $42.3K. The position accounts for 0.02% of the portfolio, ranked #206.

Smallwood Wealth Investment Management first reported a position in EPD in Q1 2025 and has held it in 6 quarters since. The position peaked at $43.6K in Q1 2026. 688 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Smallwood Wealth Investment Management held 1,151 shares of Enterprise Products Partners worth $42.3K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #206 holding.
  • Smallwood Wealth Investment Management first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Enterprise Products Partners position peaked at $43.6K in Q1 2026.
  • 688 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.