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YHB Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

YHB Investment Advisors’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 		$310K Buy
8,445
+7
+0.1% +$264 0.02% 271
2026
Q1 		$319K Hold
8,438
– – 0.02% 253
2025
Q4 		$271K Buy
8,438
+1
+0% +$32 0.02% 273
2025
Q3 		$264K Buy
8,437
+339
+4% +$10.7K 0.02% 270
2025
Q2 		$251K Hold
8,098
– – 0.02% 275
2025
Q1 		$276K Hold
8,098
– – 0.02% 248
2024
Q4 		$254K Sell
8,098
-150
-2% -$4.61K 0.02% 253
2024
Q3 		$240K Sell
8,248
-212
-3% -$6.19K 0.02% 261
2024
Q2 		$245K Buy
8,460
+86
+1% +$2.47K 0.02% 254
2024
Q1 		$244K Sell
8,374
-400
-5% -$11K 0.02% 249
2023
Q4 		$231K Hold
8,774
– – 0.02% 248
2023
Q3 		$240K Hold
8,774
– – 0.02% 251
2023
Q2 		$231K Sell
8,774
-520
-6% -$13.6K 0.02% 258
2023
Q1 		$241K Hold
9,294
– – 0.02% 254
2022
Q4 		$224K Buy
9,294
+500
+6% +$12.3K 0.02% 267
2022
Q3 		$209K Buy
8,794
+150
+2% +$3.87K 0.02% 268
2022
Q2 		$211K Buy
8,644
+400
+5% +$10.5K 0.02% 267
2022
Q1 		$213K Buy
+8,244
New +$200K 0.02% 285
2020
Q3 		– Sell
-12,232
Closed -$222K – 267
2020
Q2 		$222K Sell
12,232
-2,066
-14% -$36.9K 0.03% 170
2020
Q1 		$204K Hold
14,298
– – 0.04% 161
2019
Q4 		$403K Buy
14,298
+5,501
+63% +$149K 0.06% 139
2019
Q3 		$251K Buy
8,797
+190
+2% +$5.53K 0.04% 172
2019
Q2 		$248K Sell
8,607
-400
-4% -$11.5K 0.04% 168
2019
Q1 		$262K Hold
9,007
– – 0.04% 166
2018
Q4 		$221K Sell
9,007
-284
-3% -$7.6K 0.04% 168
2018
Q3 		$267K Sell
9,291
-125
-1% -$3.61K 0.04% 168
2018
Q2 		$261K Sell
9,416
-450
-5% -$12.3K 0.04% 166
2018
Q1 		$242K Sell
9,866
-820
-8% -$21.8K 0.04% 169
2017
Q4 		$283K Sell
10,686
-80
-0.7% -$2.03K 0.05% 163
2017
Q3 		$281K Sell
10,766
-600
-5% -$15.9K 0.05% 156
2017
Q2 		$308K Hold
11,366
– – 0.05% 148
2017
Q1 		$311K Hold
11,366
– – 0.06% 148
2016
Q4 		$307K Sell
11,366
-250
-2% -$6.51K 0.06% 145
2016
Q3 		$321K Hold
11,616
– – 0.08% 138
2016
Q2 		$340K Buy
+11,616
New +$312K 0.07% 136

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
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YHB Investment Advisors's EPD Position: Q2 2026 in Review

YHB Investment Advisors increased its Enterprise Products Partners (EPD) stake by 0.08% in Q2 2026, buying an estimated $264 and bringing the position to 8,445 shares worth $310K. The position accounts for 0.02% of the portfolio, ranked #271.

YHB Investment Advisors first reported a position in EPD in Q2 2016 and has held it in 35 quarters since. The position peaked at $403K in Q4 2019. 527 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • YHB Investment Advisors held 8,445 shares of Enterprise Products Partners worth $310K as of Q2 2026.
  • YHB Investment Advisors bought 7 Enterprise Products Partners shares in Q2 2026, an estimated $264.
  • Enterprise Products Partners made up 0.02% of YHB Investment Advisors's portfolio in Q2 2026, its #271 holding.
  • YHB Investment Advisors first reported a position in Enterprise Products Partners in Q2 2016 and has held it in 35 quarters since.
  • YHB Investment Advisors's Enterprise Products Partners position peaked at $403K in Q4 2019.
  • 527 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.