MV Capital Management’s Enterprise Products Partners EPD Stock Holding History

MV Capital Management’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	$556K	Buy	14,698 +32	+0.2%	+$1.13K	0.05%	114
2025 Q4	$470K	Buy	14,666 +34	+0.2%	+$1.07K	0.05%	123
2025 Q3	$458K	Hold	14,632	–	–	0.04%	129
2025 Q2	$454K	Hold	14,632	–	–	0.05%	126
2025 Q1	$500K	Buy	14,632 +4,000	+38%	+$133K	0.05%	116
2024 Q4	$333K	Sell	10,632 -860	-7%	-$26.4K	0.04%	135
2024 Q3	$335K	Hold	11,492	–	–	0.04%	139
2024 Q2	$333K	Hold	11,492	–	–	0.04%	135
2024 Q1	$335K	Sell	11,492 -860	-7%	-$23.6K	0.04%	135
2023 Q4	$325K	Hold	12,352	–	–	0.04%	134
2023 Q3	$338K	Buy	12,352 +1,920	+18%	+$51.4K	0.05%	126
2023 Q2	$275K	Hold	10,432	–	–	0.04%	137
2023 Q1	$270K	Hold	10,432	–	–	0.04%	136
2022 Q4	$252K	Hold	10,432	–	–	0.04%	118
2022 Q3	$248K	Hold	10,432	–	–	0.04%	114
2022 Q2	$254K	Hold	10,432	–	–	0.04%	117
2022 Q1	$269K	Hold	10,432	–	–	0.04%	124
2021 Q4	$229K	Hold	10,432	–	–	0.03%	127
2021 Q3	$226K	Buy	10,432 +2,182	+26%	+$49.6K	0.04%	121
2021 Q2	$199K	Buy	8,250 +6,250	+313%	+$148K	0.03%	125
2021 Q1	$44K	Hold	2,000	–	–	0.01%	178
2020 Q4	$39K	Hold	2,000	–	–	0.01%	174
2020 Q3	$32K	Hold	2,000	–	–	0.01%	167
2020 Q2	$36K	Hold	2,000	–	–	0.01%	162
2020 Q1	$29K	Hold	2,000	–	–	0.01%	166
2019 Q4	$56K	Hold	2,000	–	–	0.01%	154
2019 Q3	$57K	Hold	2,000	–	–	0.01%	156
2019 Q2	$58K	Hold	2,000	–	–	0.01%	147
2019 Q1	$58K	Sell	2,000 -1,000	-33%	-$27.9K	0.01%	144
2018 Q4	$74K	Hold	3,000	–	–	0.02%	144
2018 Q3	$86K	Hold	3,000	–	–	0.02%	138
2018 Q2	$83K	Hold	3,000	–	–	0.02%	144
2018 Q1	$73K	Hold	3,000	–	–	0.02%	147
2017 Q4	$80K	Hold	3,000	–	–	0.02%	144
2017 Q3	$78K	Hold	3,000	–	–	0.02%	145
2017 Q2	$81K	Hold	3,000	–	–	0.02%	143
2017 Q1	$83K	Hold	3,000	–	–	0.03%	140
2016 Q4	$81K	Hold	3,000	–	–	0.03%	134
2016 Q3	$83K	Hold	3,000	–	–	0.03%	129
2016 Q2	$88K	Sell	3,000 -800	-21%	-$21.5K	0.03%	126
2016 Q1	$94K	Sell	3,800 -1,600	-30%	-$37.3K	0.04%	122
2015 Q4	$138K	Sell	5,400 -800	-13%	-$20.8K	0.05%	114
2015 Q3	$154K	Hold	6,200	–	–	0.07%	89
2015 Q2	$185K	Hold	6,200	–	–	0.08%	83
2015 Q1	$204K	Hold	6,200	–	–	0.09%	68
2014 Q4	$224K	Buy	+6,200	New	+$229K	0.1%	63

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

MV Capital Management's EPD Position: Q1 2026 in Review

MV Capital Management increased its Enterprise Products Partners (EPD) stake by 0.22% in Q1 2026, buying an estimated $1.13K and bringing the position to 14,698 shares worth $556K. The position accounts for 0.05% of the portfolio, ranked #114.

MV Capital Management first reported a position in EPD in Q4 2014 and has held it in 46 quarters since. 1,608 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

MV Capital Management held 14,698 shares of Enterprise Products Partners worth $556K as of Q1 2026.
MV Capital Management bought 32 Enterprise Products Partners shares in Q1 2026, an estimated $1.13K.
Enterprise Products Partners made up 0.05% of MV Capital Management's portfolio in Q1 2026, its #114 holding.
MV Capital Management first reported a position in Enterprise Products Partners in Q4 2014 and has held it in 46 quarters since.
1,608 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.