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Ulland Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Ulland Investment 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
Q2 		$390K Buy
10,600
+3,600
+51% +$136K 0.29% 57
2026
Q1 		$265K Hold
7,000
– – 0.23% 64
2025
Q4 		$224K Buy
7,000
+3,800
+119% +$120K 0.18% 62
2025
Q3 		$100K Buy
+3,200
New +$101K 0.08% 92

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Ulland Investment Advisors's EPD Position: Q2 2026 in Review

Ulland Investment Advisors increased its Enterprise Products Partners (EPD) stake by 51% in Q2 2026, buying an estimated $136K and bringing the position to 10,600 shares worth $390K. The position accounts for 0.29% of the portfolio, ranked #57.

Ulland Investment Advisors first reported a position in EPD in Q3 2025 and has held it in 4 quarters since. 1,064 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Ulland Investment Advisors held 10,600 shares of Enterprise Products Partners worth $390K as of Q2 2026.
  • Ulland Investment Advisors bought 3,600 Enterprise Products Partners shares in Q2 2026, an estimated $136K.
  • Enterprise Products Partners made up 0.29% of Ulland Investment Advisors's portfolio in Q2 2026, its #57 holding.
  • Ulland Investment Advisors first reported a position in Enterprise Products Partners in Q3 2025 and has held it in 4 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.