UAS
EPD icon

United Asset Strategies’s Enterprise Products Partners EPD Stock Holding History

United Asset Strategies’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 		$716K Sell
19,490
-3
-0% -$113 0.05% 180
2026
Q1 		$738K Buy
19,493
+242
+1% +$8.56K 0.06% 169
2025
Q4 		$617K Buy
19,251
+266
+1% +$8.41K 0.05% 181
2025
Q3 		$594K Buy
18,985
+265
+1% +$8.36K 0.05% 186
2025
Q2 		$581K Buy
18,720
+256
+1% +$7.97K 0.05% 183
2025
Q1 		$630K Buy
18,464
+239
+1% +$7.96K 0.06% 177
2024
Q4 		$572K Buy
18,225
+251
+1% +$7.71K 0.05% 175
2024
Q3 		$523K Buy
17,974
+270
+2% +$7.89K 0.05% 185
2024
Q2 		$513K Buy
17,704
+259
+1% +$7.43K 0.05% 178
2024
Q1 		$509K Sell
17,445
-5,727
-25% -$157K 0.05% 187
2023
Q4 		$611K Buy
23,172
+1,506
+7% +$40.1K 0.07% 178
2023
Q3 		$593K Buy
21,666
+257
+1% +$6.87K 0.08% 171
2023
Q2 		$564K Buy
21,409
+256
+1% +$6.69K 0.07% 166
2023
Q1 		$548K Buy
21,153
+1,245
+6% +$32K 0.07% 167
2022
Q4 		$480K Buy
19,908
+1,105
+6% +$27.2K 0.07% 179
2022
Q3 		$447K Buy
18,803
+6
+0% +$155 0.07% 157
2022
Q2 		$458K Buy
18,797
+5
+0% +$132 0.07% 159
2022
Q1 		$485K Buy
18,792
+5
+0% +$121 0.06% 154
2021
Q4 		$413K Buy
18,787
+5
+0% +$112 0.05% 163
2021
Q3 		$406K Sell
18,782
-844
-4% -$19.2K 0.05% 158
2021
Q2 		$474K Buy
19,626
+5
+0% +$118 0.06% 149
2021
Q1 		$432K Sell
19,621
-995
-5% -$21.9K 0.06% 155
2020
Q4 		$404K Buy
20,616
+1,994
+11% +$37.1K 0.06% 155
2020
Q3 		$294K Sell
18,622
-881
-5% -$15.4K 0.05% 166
2020
Q2 		$354K Hold
19,503
– – 0.07% 144
2020
Q1 		$279K Buy
19,503
+10,382
+114% +$241K 0.07% 152
2019
Q4 		$257K Buy
9,121
+18
+0.2% +$488 0.05% 178
2019
Q3 		$260K Sell
9,103
-1,232
-12% -$35.9K 0.06% 160
2019
Q2 		$298K Sell
10,335
-241
-2% -$6.95K 0.07% 157
2019
Q1 		$308K Sell
10,576
-10,253
-49% -$286K 0.07% 164
2018
Q4 		$512K Buy
20,829
+3,922
+23% +$105K 0.14% 128
2018
Q3 		$486K Sell
16,907
-1,990
-11% -$57.5K 0.11% 146
2018
Q2 		$523K Sell
18,897
-138
-0.7% -$3.77K 0.14% 135
2018
Q1 		$466K Buy
19,035
+1,913
+11% +$50.9K 0.14% 130
2017
Q4 		$454K Sell
17,122
-996
-5% -$25.2K 0.12% 129
2017
Q3 		$472K Buy
18,118
+2,022
+13% +$53.5K 0.27% 71
2017
Q2 		$436K Buy
16,096
+22
+0.1% +$596 0.13% 108
2017
Q1 		$444K Buy
16,074
+20
+0.1% +$559 0.14% 100
2016
Q4 		$434K Sell
16,054
-979
-6% -$25.5K 0.14% 105
2016
Q3 		$471K Buy
17,033
+820
+5% +$22.7K 0.16% 97
2016
Q2 		$474K Buy
16,213
+1,560
+11% +$41.9K 0.18% 94
2016
Q1 		$361K Buy
14,653
+2,958
+25% +$68.9K 0.16% 91
2015
Q4 		$299K Sell
11,695
-1,493
-11% -$38.8K 0.13% 110
2015
Q3 		$328K Buy
13,188
+1,508
+13% +$41.8K 0.15% 97
2015
Q2 		$349K Buy
11,680
+5
+0% +$164 0.16% 99
2015
Q1 		$400K Buy
11,675
+475
+4% +$15.9K 0.19% 90
2014
Q4 		$405K Buy
+11,200
New +$414K 0.17% 92
2014
Q3 		– Sell
-10,160
Closed -$398K – 134
2014
Q2 		$398K Hold
10,160
– – 0.19% 86
2014
Q1 		$352K Buy
+10,160
New +$337K 0.2% 80

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
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

United Asset Strategies's EPD Position: Q2 2026 in Review

United Asset Strategies reduced its Enterprise Products Partners (EPD) stake by 0.02% in Q2 2026, selling an estimated $113 and leaving 19,490 shares worth $716K. The position accounts for 0.05% of the portfolio, ranked #180.

United Asset Strategies first reported a position in EPD in Q1 2014 and has held it in 49 quarters since. The position peaked at $738K in Q1 2026. 473 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • United Asset Strategies held 19,490 shares of Enterprise Products Partners worth $716K as of Q2 2026.
  • United Asset Strategies sold 3 Enterprise Products Partners shares in Q2 2026, an estimated $113.
  • Enterprise Products Partners made up 0.05% of United Asset Strategies's portfolio in Q2 2026, its #180 holding.
  • United Asset Strategies first reported a position in Enterprise Products Partners in Q1 2014 and has held it in 49 quarters since.
  • United Asset Strategies's Enterprise Products Partners position peaked at $738K in Q1 2026.
  • 473 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.