Oak Ridge Investments’s Enterprise Products Partners EPD Stock Holding History

Oak Ridge 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	$237K	Sell	6,445 -1,604	-20%	-$60.5K	0.01%	164
2026 Q1	$305K	Sell	8,049 -615	-7%	-$21.8K	0.02%	160
2025 Q4	$278K	Sell	8,664 -1,171	-12%	-$37K	0.02%	163
2025 Q3	$308K	Buy	9,835 +3,327	+51%	+$105K	0.02%	164
2025 Q2	$202K	Hold	6,508	–	–	0.01%	171
2025 Q1	$222K	Hold	6,508	–	–	0.02%	161
2024 Q4	$204K	Buy	+6,508	New	+$200K	0.02%	167
2023 Q2	–	Sell	-7,886	Closed	-$204K	–	151
2023 Q1	$204K	Sell	7,886 -1,186	-13%	-$30.5K	0.03%	146
2022 Q4	$219K	Hold	9,072	–	–	0.03%	146
2022 Q3	$216K	Buy	+9,072	New	+$234K	0.03%	151
2022 Q2	–	Sell	-8,801	Closed	-$227K	–	158
2022 Q1	$227K	Sell	8,801 -18,370	-68%	-$446K	0.03%	157
2021 Q4	$597K	Sell	27,171 -4,719	-15%	-$106K	0.05%	153
2021 Q3	$690K	Hold	31,890	–	–	0.06%	151
2021 Q2	$769K	Hold	31,890	–	–	0.07%	151
2021 Q1	$702K	Buy	+31,890	New	+$701K	0.07%	154

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

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 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

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oak Ridge Investments's EPD Position: Q2 2026 in Review

Oak Ridge Investments reduced its Enterprise Products Partners (EPD) stake by 20% in Q2 2026, selling an estimated $60.5K and leaving 6,445 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #164.

Oak Ridge Investments first reported a position in EPD in Q1 2021 and has held it in 15 quarters since. The position peaked at $769K in Q2 2021. 527 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Oak Ridge Investments held 6,445 shares of Enterprise Products Partners worth $237K as of Q2 2026.
Oak Ridge Investments sold 1,604 Enterprise Products Partners shares in Q2 2026, an estimated $60.5K.
Enterprise Products Partners made up 0.01% of Oak Ridge Investments's portfolio in Q2 2026, its #164 holding.
Oak Ridge Investments first reported a position in Enterprise Products Partners in Q1 2021 and has held it in 15 quarters since.
Oak Ridge Investments's Enterprise Products Partners position peaked at $769K in Q2 2021.
527 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.