James T. Borello RIA’s Enterprise Products Partners EPD Stock Holding History

James T. Borello RIA’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	$54.2K	Hold	1,523	–	–	0.01%	232
2026 Q2	$56K	Buy	1,523 +23	+2%	+$868	0.01%	224
2026 Q1	$56.8K	Hold	1,500	–	–	0.01%	208
2025 Q4	$48.1K	Hold	1,500	–	–	0.01%	180
2025 Q3	$46.9K	Hold	1,500	–	–	0.01%	164
2025 Q2	$46.5K	Hold	1,500	–	–	0.01%	147
2025 Q1	$51.2K	Buy	+1,500	New	+$50K	0.02%	123

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

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

SMH

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

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Turtle Creek Wealth Advisors Dallas, Texas $1.98B AUM 28.66% 1-Year Est. Return

James T. Borello RIA's EPD Position: Q3 2026 in Review

James T. Borello RIA held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 1,523 shares worth $54.2K. The position accounts for 0.01% of the portfolio, ranked #232.

James T. Borello RIA first reported a position in EPD in Q1 2025 and has held it in 7 quarters since. The position peaked at $56.8K in Q1 2026. 367 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

James T. Borello RIA held 1,523 shares of Enterprise Products Partners worth $54.2K as of Q3 2026.
James T. Borello RIA left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #232 holding.
James T. Borello RIA first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 7 quarters since.
James T. Borello RIA's Enterprise Products Partners position peaked at $56.8K in Q1 2026.
367 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.