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

Uptown 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 Q2	$1.77M	Hold	48,051	–	–	1.16%	21
2026 Q1	$1.82M	Hold	48,051	–	–	1.44%	18
2025 Q4	$1.54M	Hold	48,051	–	–	1.1%	22
2025 Q3	$1.5M	Hold	48,051	–	–	1.24%	20
2025 Q2	$1.49M	Hold	48,051	–	–	1.28%	18
2025 Q1	$1.64M	Hold	48,051	–	–	1.67%	16
2024 Q4	$1.51M	Buy	+48,051	New	+$1.48M	1.63%	16

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

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 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

Uptown Financial Advisors's EPD Position: Q2 2026 in Review

Uptown Financial Advisors held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 48,051 shares worth $1.77M. The position accounts for 1.16% of the portfolio, ranked #21.

Uptown Financial Advisors first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.82M in Q1 2026. 422 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Uptown Financial Advisors held 48,051 shares of Enterprise Products Partners worth $1.77M as of Q2 2026.
Uptown Financial Advisors left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 1.16% of Uptown Financial Advisors's portfolio in Q2 2026, its #21 holding.
Uptown Financial Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
Uptown Financial Advisors's Enterprise Products Partners position peaked at $1.82M in Q1 2026.
422 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.