Disciplined Investments’s Enterprise Products Partners EPD Stock Holding History

Disciplined Investments’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	8,848	–	–	0.11%	112
2026 Q1	$335K	Buy	+8,848	New	+$313K	0.12%	106
2023 Q3	–	Sell	-1,038	Closed	-$27.4K	–	549
2023 Q2	$27.4K	Hold	1,038	–	–	0.01%	257
2023 Q1	$26.9K	Hold	1,038	–	–	0.01%	283
2022 Q4	$25K	Hold	1,038	–	–	0.01%	270
2022 Q3	$25K	Hold	1,038	–	–	0.01%	287
2022 Q2	$25K	Hold	1,038	–	–	0.01%	297
2022 Q1	$27K	Hold	1,038	–	–	0.01%	299
2021 Q4	$23K	Hold	1,038	–	–	0.01%	293
2021 Q3	$22K	Hold	1,038	–	–	0.01%	259
2021 Q2	$25K	Buy	+1,038	New	+$24.6K	0.01%	245
2020 Q2	–	Sell	-82	Closed	-$1K	–	411
2020 Q1	$1K	Hold	82	–	–	﹤0.01%	389
2019 Q4	$2K	Buy	+82	New	+$2.22K	﹤0.01%	382

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

Disciplined Investments's EPD Position: Q2 2026 in Review

Disciplined Investments held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 8,848 shares worth $325K. The position accounts for 0.11% of the portfolio, ranked #112.

Disciplined Investments first reported a position in EPD in Q4 2019 and has held it in 13 quarters since. The position peaked at $335K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Disciplined Investments held 8,848 shares of Enterprise Products Partners worth $325K as of Q2 2026.
Disciplined Investments left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.11% of Disciplined Investments's portfolio in Q2 2026, its #112 holding.
Disciplined Investments first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 13 quarters since.
Disciplined Investments's Enterprise Products Partners position peaked at $335K in Q1 2026.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.