DIS
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Diversified Investment Strategies’s Enterprise Products Partners EPD Stock Holding History

Diversified Investment Strategies’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 		$219K Hold
5,955
– – 0.14% 50
2026
Q1 		$225K Buy
+5,955
New +$211K 0.14% 53
2025
Q2 		– Sell
-6,305
Closed -$215K – 51
2025
Q1 		$215K Sell
6,305
-1,100
-15% -$36.6K 0.15% 50
2024
Q4 		$232K Hold
7,405
– – 0.15% 48
2024
Q3 		$216K Hold
7,405
– – 0.14% 46
2024
Q2 		$215K Hold
7,405
– – 0.15% 47
2024
Q1 		$216K Buy
+7,405
New +$203K 0.15% 48
2023
Q4 		– Sell
-7,405
Closed -$203K – 47
2023
Q3 		$203K Sell
7,405
-660
-8% -$17.7K 0.15% 46
2023
Q2 		$213K Sell
8,065
-1,595
-17% -$41.7K 0.16% 48
2023
Q1 		$250K Hold
9,660
– – 0.18% 42
2022
Q4 		$233K Buy
+9,660
New +$238K 0.18% 42
2022
Q2 		– Sell
-8,060
Closed -$208K – 44
2022
Q1 		$208K Sell
8,060
-2,977
-27% -$72.3K 0.14% 40
2021
Q4 		$242K Buy
11,037
+119
+1% +$2.67K 0.18% 37
2021
Q3 		$236K Buy
10,918
+2,539
+30% +$57.7K 0.17% 39
2021
Q2 		$202K Buy
+8,379
New +$198K 0.15% 38

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
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Diversified Investment Strategies's EPD Position: Q2 2026 in Review

Diversified Investment Strategies held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 5,955 shares worth $219K. The position accounts for 0.14% of the portfolio, ranked #50.

Diversified Investment Strategies first reported a position in EPD in Q2 2021 and has held it in 15 quarters since. The position peaked at $250K in Q1 2023. 639 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Diversified Investment Strategies held 5,955 shares of Enterprise Products Partners worth $219K as of Q2 2026.
  • Diversified Investment Strategies left its Enterprise Products Partners share count unchanged in Q2 2026.
  • Enterprise Products Partners made up 0.14% of Diversified Investment Strategies's portfolio in Q2 2026, its #50 holding.
  • Diversified Investment Strategies first reported a position in Enterprise Products Partners in Q2 2021 and has held it in 15 quarters since.
  • Diversified Investment Strategies's Enterprise Products Partners position peaked at $250K in Q1 2023.
  • 639 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Diversified Investment Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.