Teamwork Financial Advisors
EPD icon

Teamwork Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Teamwork Financial 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
Q3 		$2.75M Sell
77,103
-17,286
-18% -$660K 0.3% 64
2026
Q2 		$3.47M Sell
94,389
-371
-0.4% -$14K 0.31% 68
2026
Q1 		$3.59M Sell
94,760
-549
-0.6% -$19.4K 0.38% 65
2025
Q4 		$3.06M Buy
95,309
+9,628
+11% +$304K 0.31% 63
2025
Q3 		$2.68M Buy
85,681
+47,392
+124% +$1.5M 0.28% 63
2025
Q2 		$1.19M Sell
38,289
-1,033
-3% -$32.2K 0.14% 97
2025
Q1 		$1.34M Sell
39,322
-7,722
-16% -$257K 0.18% 75
2024
Q4 		$1.48M Sell
47,044
-18,368
-28% -$564K 0.19% 72
2024
Q3 		$1.9M Sell
65,412
-12,754
-16% -$373K 0.26% 58
2024
Q2 		$2.27M Sell
78,166
-89,573
-53% -$2.57M 0.34% 52
2024
Q1 		$4.89M Sell
167,739
-80,938
-33% -$2.22M 0.75% 37
2023
Q4 		$6.55M Sell
248,677
-866
-0.3% -$23.1K 1.12% 21
2023
Q3 		$6.83M Sell
249,543
-999
-0.4% -$26.7K 1.12% 17
2023
Q2 		$6.6M Sell
250,542
-12,764
-5% -$334K 1.07% 22
2023
Q1 		$6.82M Sell
263,306
-100,114
-28% -$2.57M 1.26% 17
2022
Q4 		$8.77M Buy
363,420
+39,262
+12% +$967K 1.77% 10
2022
Q3 		$7.71M Sell
324,158
-78,029
-19% -$2.01M 1.66% 9
2022
Q2 		$9.8M Sell
402,187
-146,430
-27% -$3.85M 2.14% 7
2022
Q1 		$14.2M Buy
548,617
+71,747
+15% +$1.74M 2.64% 5
2021
Q4 		$10.5M Sell
476,870
-37,940
-7% -$851K 1.92% 8
2021
Q3 		$11.1M Buy
514,810
+103,560
+25% +$2.35M 2.2% 6
2021
Q2 		$9.9M Buy
411,250
+15,455
+4% +$366K 2.03% 7
2021
Q1 		$8.72M Buy
395,795
+250,471
+172% +$5.51M 2.04% 6
2020
Q4 		$2.85M Buy
145,324
+20,634
+17% +$384K 0.68% 23
2020
Q3 		$1.97M Sell
124,690
-121,099
-49% -$2.12M 0.61% 26
2020
Q2 		$4.47M Buy
245,789
+1,295
+0.5% +$23.2K 1.6% 9
2020
Q1 		$3.5M Buy
244,494
+130,454
+114% +$3.03M 2.17% 8
2019
Q4 		$3.21M Buy
+114,040
New +$3.09M 1.92% 7

Other funds holding EPD

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sanders Morris Harris
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Teamwork Financial Advisors's EPD Position: Q3 2026 in Review

Teamwork Financial Advisors reduced its Enterprise Products Partners (EPD) stake by 18% in Q3 2026, selling an estimated $660K and leaving 77,103 shares worth $2.75M. The position accounts for 0.3% of the portfolio, ranked #64.

Teamwork Financial Advisors first reported a position in EPD in Q4 2019 and has held it in 28 quarters since. The position peaked at $14.2M in Q1 2022. 484 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Teamwork Financial Advisors held 77,103 shares of Enterprise Products Partners worth $2.75M as of Q3 2026.
  • Teamwork Financial Advisors sold 17,286 Enterprise Products Partners shares in Q3 2026, an estimated $660K.
  • Enterprise Products Partners made up 0.3% of Teamwork Financial Advisors's portfolio in Q3 2026, its #64 holding.
  • Teamwork Financial Advisors first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 28 quarters since.
  • Teamwork Financial Advisors's Enterprise Products Partners position peaked at $14.2M in Q1 2022.
  • 484 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Teamwork Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.