Alan B. Lancz & Associates’s Enterprise Products Partners EPD Stock Holding History

Alan B. Lancz & Associates’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	$325K	Hold	8,833	–	–	0.28%	90
2026 Q1	$334K	Sell	8,833 -1,000	-10%	-$35.4K	0.32%	85
2025 Q4	$315K	Buy	9,833 +837	+9%	+$26.5K	0.28%	88
2025 Q3	$281K	Hold	8,996	–	–	0.25%	107
2025 Q2	$279K	Hold	8,996	–	–	0.28%	97
2025 Q1	$307K	Hold	8,996	–	–	0.33%	85
2024 Q4	$282K	Hold	8,996	–	–	0.29%	96
2024 Q3	$262K	Hold	8,996	–	–	0.24%	107
2024 Q2	$261K	Buy	+8,996	New	+$258K	0.26%	106
2023 Q4	$324K	Hold	12,310	–	–	0.34%	85
2023 Q3	$337K	Hold	12,310	–	–	0.38%	80
2023 Q2	$324K	Hold	12,310	–	–	0.35%	91
2023 Q1	$319K	Hold	12,310	–	–	0.33%	93
2022 Q4	$317K	Hold	12,310	–	–	0.32%	94
2022 Q3	$293K	Hold	12,310	–	–	0.35%	88
2022 Q2	$329K	Sell	12,310 -400	-3%	-$10.5K	0.33%	92
2022 Q1	$328K	Hold	12,710	–	–	0.29%	98
2021 Q4	$279K	Buy	+12,710	New	+$285K	0.24%	110

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Alan B. Lancz & Associates's EPD Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 8,833 shares worth $325K. The position accounts for 0.28% of the portfolio, ranked #90.

Alan B. Lancz & Associates first reported a position in EPD in Q4 2021 and has held it in 18 quarters since. The position peaked at $337K in Q3 2023. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Alan B. Lancz & Associates held 8,833 shares of Enterprise Products Partners worth $325K as of Q2 2026.
Alan B. Lancz & Associates left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.28% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #90 holding.
Alan B. Lancz & Associates first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 18 quarters since.
Alan B. Lancz & Associates's Enterprise Products Partners position peaked at $337K in Q3 2023.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.