Modus Advisors’s Enterprise Products Partners EPD Stock Holding History

Modus 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	$687K	Buy	18,693 +5	+0%	+$189	0.17%	86
2026 Q1	$707K	Sell	18,688 -1,895	-9%	-$67.1K	0.19%	81
2025 Q4	$660K	Buy	20,583 +6	+0%	+$190	0.17%	85
2025 Q3	$643K	Buy	20,577 +5	+0%	+$158	0.18%	83
2025 Q2	$638K	Buy	20,572 +6	+0%	+$187	0.19%	78
2025 Q1	$702K	Buy	20,566 +5	+0%	+$167	0.23%	73
2024 Q4	$645K	Buy	20,561 +1,099	+6%	+$33.8K	0.2%	77
2024 Q3	$567K	Buy	19,462 +6	+0%	+$175	0.19%	79
2024 Q2	$564K	Buy	19,456 +5	+0%	+$143	0.2%	77
2024 Q1	$568K	Buy	19,451 +6	+0%	+$165	0.21%	74
2023 Q4	$512K	Buy	19,445 +300	+2%	+$7.99K	0.21%	77
2023 Q3	$524K	Hold	19,145	–	–	0.23%	71
2023 Q2	$504K	Hold	19,145	–	–	0.22%	71
2023 Q1	$496K	Hold	19,145	–	–	0.23%	66
2022 Q4	$462K	Hold	19,145	–	–	0.22%	68
2022 Q3	$455K	Hold	19,145	–	–	0.24%	70
2022 Q2	$467K	Hold	19,145	–	–	0.24%	71
2022 Q1	$494K	Hold	19,145	–	–	0.22%	70
2021 Q4	$420K	Hold	19,145	–	–	0.18%	71
2021 Q3	$414K	Hold	19,145	–	–	0.18%	73
2021 Q2	$462K	Sell	19,145 -8,737	-31%	-$207K	0.19%	69
2021 Q1	$614K	Hold	27,882	–	–	0.28%	66
2020 Q4	$546K	Hold	27,882	–	–	0.28%	62
2020 Q3	$440K	Hold	27,882	–	–	0.25%	63
2020 Q2	$507K	Buy	27,882 +7,000	+34%	+$125K	0.33%	56
2020 Q1	$299K	Sell	20,882 -34,145	-62%	-$793K	0.28%	54
2019 Q4	$1.55M	Buy	+55,027	New	+$1.49M	1.22%	20

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

Modus Advisors's EPD Position: Q2 2026 in Review

Modus Advisors increased its Enterprise Products Partners (EPD) stake by 0.03% in Q2 2026, buying an estimated $189 and bringing the position to 18,693 shares worth $687K. The position accounts for 0.17% of the portfolio, ranked #86.

Modus Advisors first reported a position in EPD in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.55M in Q4 2019. 1,584 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Modus Advisors held 18,693 shares of Enterprise Products Partners worth $687K as of Q2 2026.
Modus Advisors bought 5 Enterprise Products Partners shares in Q2 2026, an estimated $189.
Enterprise Products Partners made up 0.17% of Modus Advisors's portfolio in Q2 2026, its #86 holding.
Modus Advisors first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 27 quarters since.
Modus Advisors's Enterprise Products Partners position peaked at $1.55M in Q4 2019.
1,584 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Modus Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.