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Thrive Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Thrive 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 		$265K Hold
7,212
– – 0.03% 210
2026
Q1 		$273K Buy
7,212
+15
+0.2% +$531 0.04% 190
2025
Q4 		$231K Hold
7,197
– – 0.03% 209
2025
Q3 		$225K Hold
7,197
– – 0.03% 215
2025
Q2 		$223K Buy
+7,197
New +$224K 0.04% 212

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

Thrive Wealth Management's EPD Position: Q2 2026 in Review

Thrive Wealth Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 7,212 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #210.

Thrive Wealth Management first reported a position in EPD in Q2 2025 and has held it in 5 quarters since. The position peaked at $273K in Q1 2026. 300 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Thrive Wealth Management held 7,212 shares of Enterprise Products Partners worth $265K as of Q2 2026.
  • Thrive Wealth Management left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.03% of Thrive Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Thrive Wealth Management first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 5 quarters since.
  • Thrive Wealth Management's Enterprise Products Partners position peaked at $273K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.