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Wealth Alliance Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Wealth Alliance Advisory Group’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 		$749K Buy
21,028
+1,028
+5% +$39.2K 0.11% 98
2026
Q2 		$735K Sell
20,000
-112
-0.6% -$4.23K 0.11% 99
2026
Q1 		$761K Buy
20,112
+167
+0.8% +$5.91K 0.12% 98
2025
Q4 		$639K Buy
19,945
+1,031
+5% +$32.6K 0.11% 105
2025
Q3 		$591K Buy
18,914
+1,031
+6% +$32.5K 0.11% 102
2025
Q2 		$555K Buy
17,883
+1,280
+8% +$39.9K 0.11% 103
2025
Q1 		$567K Sell
16,603
-372
-2% -$12.4K 0.12% 101
2024
Q4 		$532K Buy
16,975
+1,878
+12% +$57.7K 0.11% 103
2024
Q3 		$439K Buy
15,097
+1,030
+7% +$30.1K 0.09% 115
2024
Q2 		$408K Sell
14,067
-490
-3% -$14.1K 0.09% 123
2024
Q1 		$425K Sell
14,557
-1,020
-7% -$28K 0.1% 123
2023
Q4 		$410K Buy
15,577
+1,215
+8% +$32.4K 0.11% 114
2023
Q3 		$393K Buy
14,362
+45
+0.3% +$1.2K 0.12% 111
2023
Q2 		$377K Buy
14,317
+45
+0.3% +$1.18K 0.13% 109
2023
Q1 		$370K Buy
14,272
+1,012
+8% +$26K 0.14% 104
2022
Q4 		$320K Buy
13,260
+3,860
+41% +$95K 0.12% 109
2022
Q3 		$224K Sell
9,400
-805
-8% -$20.8K 0.1% 126
2022
Q2 		$249K Buy
+10,205
New +$268K 0.12% 117

Other funds holding EPD

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return
PCA
Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return
CCM
Cohen Capital Management Corte Madera, California $717M AUM 30.06% 1-Year Est. Return

Wealth Alliance Advisory Group's EPD Position: Q3 2026 in Review

Wealth Alliance Advisory Group increased its Enterprise Products Partners (EPD) stake by 5.1% in Q3 2026, buying an estimated $39.2K and bringing the position to 21,028 shares worth $749K. The position accounts for 0.11% of the portfolio, ranked #98.

Wealth Alliance Advisory Group first reported a position in EPD in Q2 2022 and has held it in 18 quarters since. The position peaked at $761K in Q1 2026. 182 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Wealth Alliance Advisory Group held 21,028 shares of Enterprise Products Partners worth $749K as of Q3 2026.
  • Wealth Alliance Advisory Group bought 1,028 Enterprise Products Partners shares in Q3 2026, an estimated $39.2K.
  • Enterprise Products Partners made up 0.11% of Wealth Alliance Advisory Group's portfolio in Q3 2026, its #98 holding.
  • Wealth Alliance Advisory Group first reported a position in Enterprise Products Partners in Q2 2022 and has held it in 18 quarters since.
  • Wealth Alliance Advisory Group's Enterprise Products Partners position peaked at $761K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Wealth Alliance Advisory Group's 13F filing for Q3 2026, filed 14 Oct 2026.