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Orion Investment Company’s Enterprise Products Partners EPD Stock Holding History

Orion Investment Company’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 		$1.72M Buy
46,916
+4,824
+11% +$182K 0.5% 34
2026
Q1 		$1.59M Buy
42,092
+6,725
+19% +$238K 0.51% 36
2025
Q4 		$1.13M Buy
35,367
+2,190
+7% +$69.2K 0.35% 44
2025
Q3 		$1.04M Buy
33,177
+12,655
+62% +$399K 0.33% 43
2025
Q2 		$636K Buy
+20,522
New +$639K 0.23% 48

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
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

Orion Investment Company's EPD Position: Q2 2026 in Review

Orion Investment Company increased its Enterprise Products Partners (EPD) stake by 11% in Q2 2026, buying an estimated $182K and bringing the position to 46,916 shares worth $1.72M. The position accounts for 0.5% of the portfolio, ranked #34.

Orion Investment Company first reported a position in EPD in Q2 2025 and has held it in 5 quarters since. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Orion Investment Company held 46,916 shares of Enterprise Products Partners worth $1.72M as of Q2 2026.
  • Orion Investment Company bought 4,824 Enterprise Products Partners shares in Q2 2026, an estimated $182K.
  • Enterprise Products Partners made up 0.5% of Orion Investment Company's portfolio in Q2 2026, its #34 holding.
  • Orion Investment Company first reported a position in Enterprise Products Partners in Q2 2025 and has held it in 5 quarters since.
  • 1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.