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 Q3	$258K	Buy	7,233 +21	+0.3%	+$801	0.03%	220
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

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

Thrive Wealth Management's EPD Position: Q3 2026 in Review

Thrive Wealth Management increased its Enterprise Products Partners (EPD) stake by 0.29% in Q3 2026, buying an estimated $801 and bringing the position to 7,233 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #220.

Thrive Wealth Management first reported a position in EPD in Q2 2025 and has held it in 6 quarters since. The position peaked at $273K in Q1 2026. 372 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Thrive Wealth Management held 7,233 shares of Enterprise Products Partners worth $258K as of Q3 2026.
Thrive Wealth Management bought 21 Enterprise Products Partners shares in Q3 2026, an estimated $801.
Enterprise Products Partners made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #220 holding.
Thrive Wealth Management first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 6 quarters since.
Thrive Wealth Management's Enterprise Products Partners position peaked at $273K in Q1 2026.
372 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.