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Wealthcare Advisory Partners’s Enterprise Products Partners EPD Stock Holding History

Wealthcare Advisory Partners’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 		$2.96M Sell
80,573
-15,307
-16% -$578K 0.06% 271
2026
Q1 		$3.63M Buy
95,880
+909
+1% +$32.2K 0.07% 234
2025
Q4 		$3.04M Sell
94,971
-1,684
-2% -$53.2K 0.06% 266
2025
Q3 		$3.02M Buy
96,655
+3,722
+4% +$117K 0.06% 253
2025
Q2 		$2.88M Buy
92,933
+16,157
+21% +$503K 0.07% 251
2025
Q1 		$2.62M Sell
76,776
-20,462
-21% -$681K 0.07% 239
2024
Q4 		$3.05M Sell
97,238
-1,003
-1% -$30.8K 0.08% 198
2024
Q3 		$2.86M Sell
98,241
-2,216
-2% -$64.7K 0.08% 211
2024
Q2 		$2.91M Buy
100,457
+32,381
+48% +$928K 0.09% 180
2024
Q1 		$1.99M Buy
68,076
+56,938
+511% +$1.56M 0.07% 235
2023
Q4 		$293K Buy
+11,138
New +$297K 0.01% 613
2021
Q4 		– Sell
-18,797
Closed -$407K – 588
2021
Q3 		$407K Buy
18,797
+801
+4% +$18.2K 0.03% 354
2021
Q2 		$434K Buy
17,996
+1,140
+7% +$27K 0.03% 345
2021
Q1 		$371K Sell
16,856
-14,537
-46% -$320K 0.03% 347
2020
Q4 		$615K Buy
31,393
+1,399
+5% +$26K 0.05% 204
2020
Q3 		$474K Buy
29,994
+321
+1% +$5.62K 0.05% 206
2020
Q2 		$539K Buy
29,673
+14,140
+91% +$253K 0.07% 163
2020
Q1 		$222K Buy
15,533
+1,001
+7% +$23.3K 0.03% 249
2019
Q4 		$409K Sell
14,532
-6,862
-32% -$186K 0.05% 194
2019
Q3 		$611K Buy
21,394
+474
+2% +$13.8K 0.09% 130
2019
Q2 		$604K Sell
20,920
-310
-1% -$8.93K 0.1% 130
2019
Q1 		$618K Sell
21,230
-550
-3% -$15.4K 0.11% 116
2018
Q4 		$536K Buy
21,780
+461
+2% +$12.3K 0.1% 113
2018
Q3 		$613K Buy
21,319
+151
+0.7% +$4.36K 0.11% 104
2018
Q2 		$586K Sell
21,168
-133
-0.6% -$3.64K 0.11% 104
2018
Q1 		$521K Buy
21,301
+1,440
+7% +$38.3K 0.12% 105
2017
Q4 		$527K Buy
19,861
+11,249
+131% +$285K 0.14% 85
2017
Q3 		$225K Buy
+8,612
New +$228K 0.07% 137

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
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
Wealth Enhancement Advisory Services
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
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Wealthcare Advisory Partners's EPD Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Enterprise Products Partners (EPD) stake by 16% in Q2 2026, selling an estimated $578K and leaving 80,573 shares worth $2.96M. The position accounts for 0.06% of the portfolio, ranked #271.

Wealthcare Advisory Partners first reported a position in EPD in Q3 2017 and has held it in 28 quarters since. The position peaked at $3.63M in Q1 2026. 362 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Wealthcare Advisory Partners held 80,573 shares of Enterprise Products Partners worth $2.96M as of Q2 2026.
  • Wealthcare Advisory Partners sold 15,307 Enterprise Products Partners shares in Q2 2026, an estimated $578K.
  • Enterprise Products Partners made up 0.06% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #271 holding.
  • Wealthcare Advisory Partners first reported a position in Enterprise Products Partners in Q3 2017 and has held it in 28 quarters since.
  • Wealthcare Advisory Partners's Enterprise Products Partners position peaked at $3.63M in Q1 2026.
  • 362 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.