Winthrop Advisory Group’s Enterprise Products Partners EPD Stock Holding History

Winthrop 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	$237K	Hold	6,665	–	–	0.01%	196
2026 Q2	$245K	Buy	6,665 +27	+0.4%	+$1.02K	0.02%	194
2026 Q1	$251K	Sell	6,638 -2,000	-23%	-$70.8K	0.02%	166
2025 Q4	$277K	Buy	8,638 +2,000	+30%	+$63.2K	0.02%	150
2025 Q3	$208K	Hold	6,638	–	–	0.02%	183
2025 Q2	$206K	Hold	6,638	–	–	0.02%	175
2025 Q1	$227K	Buy	+6,638	New	+$221K	0.03%	137

Other funds holding EPD

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Winthrop Advisory Group's EPD Position: Q3 2026 in Review

Winthrop Advisory Group held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 6,665 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #196.

Winthrop Advisory Group first reported a position in EPD in Q1 2025 and has held it in 7 quarters since. The position peaked at $277K in Q4 2025. 484 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Winthrop Advisory Group held 6,665 shares of Enterprise Products Partners worth $237K as of Q3 2026.
Winthrop Advisory Group left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.01% of Winthrop Advisory Group's portfolio in Q3 2026, its #196 holding.
Winthrop Advisory Group first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 7 quarters since.
Winthrop Advisory Group's Enterprise Products Partners position peaked at $277K in Q4 2025.
484 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.