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 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 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Disciplined Investments's EPD Position: Q1 2026 in Review

Disciplined Investments opened a new position in Enterprise Products Partners (EPD) in Q1 2026: 8,848 shares worth $335K. The stake represents 0.12% of the portfolio and ranks #106 among its holdings. This is a return to the name: Disciplined Investments previously reported a position in EPD as recently as Q2 2023.

Disciplined Investments first reported a position in EPD in Q4 2019 and has held it in 12 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Disciplined Investments held 8,848 shares of Enterprise Products Partners worth $335K as of Q1 2026.
Enterprise Products Partners was a new Disciplined Investments position in Q1 2026.
Enterprise Products Partners made up 0.12% of Disciplined Investments's portfolio in Q1 2026, its #106 holding.
Disciplined Investments first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 12 quarters since.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Disciplined Investments's 13F filing for Q1 2026, filed 12 May 2026.