Smith Salley Wealth Management
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Smith Salley Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Smith Salley 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 		$416K Buy
11,688
+4,714
+68% +$180K 0.02% 211
2026
Q2 		$256K Buy
6,974
+15
+0.2% +$566 0.01% 249
2026
Q1 		$263K Buy
6,959
+16
+0.2% +$566 0.01% 233
2025
Q4 		$223K Buy
+6,943
New +$220K 0.01% 251
2025
Q2 		– Sell
-8,367
Closed -$286K – 259
2025
Q1 		$286K Sell
8,367
-204
-2% -$6.79K 0.02% 207
2024
Q4 		$269K Hold
8,571
– – 0.02% 216
2024
Q3 		$250K Buy
+8,571
New +$250K 0.02% 220
2022
Q3 		– Sell
-8,874
Closed -$216K – 217
2022
Q2 		$216K Buy
+8,874
New +$233K 0.02% 212
2019
Q3 		– Sell
-9,805
Closed -$283K – 193
2019
Q2 		$283K Buy
+9,805
New +$283K 0.04% 165
2014
Q1 		– Sell
-7,766
Closed -$257K – 112
2013
Q4 		$257K Hold
7,766
– – 0.17% 87
2013
Q3 		$237K Hold
7,766
– – 0.19% 74
2013
Q2 		$241K Buy
+7,766
New +$235K 0.19% 77

Other funds holding EPD

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Smith Salley Wealth Management's EPD Position: Q3 2026 in Review

Smith Salley Wealth Management increased its Enterprise Products Partners (EPD) stake by 68% in Q3 2026, buying an estimated $180K and bringing the position to 11,688 shares worth $416K. The position accounts for 0.02% of the portfolio, ranked #211.

Smith Salley Wealth Management first reported a position in EPD in Q2 2013 and has held it in 12 quarters since. 1,407 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Smith Salley Wealth Management held 11,688 shares of Enterprise Products Partners worth $416K as of Q3 2026.
  • Smith Salley Wealth Management bought 4,714 Enterprise Products Partners shares in Q3 2026, an estimated $180K.
  • Enterprise Products Partners made up 0.02% of Smith Salley Wealth Management's portfolio in Q3 2026, its #211 holding.
  • Smith Salley Wealth Management first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 12 quarters since.
  • 1,407 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.