Valmark Advisers’s Enterprise Products Partners EPD Stock Holding History

Valmark Advisers’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	$435K	Buy	11,829 +837	+8%	+$31.6K	﹤0.01%	534
2026 Q1	$416K	Buy	10,992 +1,155	+12%	+$40.9K	﹤0.01%	509
2025 Q4	$315K	Sell	9,837 -110	-1%	-$3.48K	﹤0.01%	543
2025 Q3	$311K	Buy	9,947 +1,406	+16%	+$44.4K	﹤0.01%	542
2025 Q2	$265K	Sell	8,541 -774	-8%	-$24.1K	﹤0.01%	574
2025 Q1	$318K	Hold	9,315	–	–	﹤0.01%	505
2024 Q4	$292K	Buy	9,315 +649	+7%	+$19.9K	﹤0.01%	514
2024 Q3	$252K	Hold	8,666	–	–	﹤0.01%	531
2024 Q2	$251K	Hold	8,666	–	–	﹤0.01%	505
2024 Q1	$253K	Buy	8,666 +700	+9%	+$19.2K	﹤0.01%	485
2023 Q4	$210K	Buy	+7,966	New	+$212K	﹤0.01%	480
2023 Q2	–	Sell	-7,774	Closed	-$201K	–	480
2023 Q1	$201K	Buy	+7,774	New	+$200K	﹤0.01%	464

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Valmark Advisers's EPD Position: Q2 2026 in Review

Valmark Advisers increased its Enterprise Products Partners (EPD) stake by 7.6% in Q2 2026, buying an estimated $31.6K and bringing the position to 11,829 shares worth $435K. The position accounts for ﹤0.01% of the portfolio, ranked #534.

Valmark Advisers first reported a position in EPD in Q1 2023 and has held it in 12 quarters since. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Valmark Advisers held 11,829 shares of Enterprise Products Partners worth $435K as of Q2 2026.
Valmark Advisers bought 837 Enterprise Products Partners shares in Q2 2026, an estimated $31.6K.
Enterprise Products Partners made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #534 holding.
Valmark Advisers first reported a position in Enterprise Products Partners in Q1 2023 and has held it in 12 quarters since.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.