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Saratoga Research & Investment Management’s Enterprise Products Partners EPD Stock Holding History

Saratoga Research & Investment 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
Q2 		– Sell
-5,376
Closed -$203K – 48
2026
Q1 		$203K Buy
+5,376
New +$190K 0.01% 45
2015
Q3 		– Sell
-7,351
Closed -$220K – 51
2015
Q2 		$220K Sell
7,351
-375
-5% -$12.3K 0.02% 51
2015
Q1 		$254K Buy
7,726
+670
+9% +$22.4K 0.02% 50
2014
Q4 		$255K Sell
7,056
-670
-9% -$24.8K 0.02% 50
2014
Q3 		$311K Hold
7,726
– – 0.03% 45
2014
Q2 		$302K Hold
7,726
– – 0.03% 51
2014
Q1 		$268K Hold
7,726
– – 0.03% 52
2013
Q4 		$256K Hold
7,726
– – 0.03% 52
2013
Q3 		$236K Hold
7,726
– – 0.03% 54
2013
Q2 		$240K Buy
+7,726
New +$234K 0.03% 56

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.77B AUM 23.82% 1-Year Est. Return

Saratoga Research & Investment Management's EPD Position: Q2 2026 in Review

Saratoga Research & Investment Management sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 5,376 shares — an estimated $203K sold.

Saratoga Research & Investment Management first reported a position in EPD in Q2 2013 and held it in 10 quarters. The position peaked at $311K in Q3 2014. 1,064 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Saratoga Research & Investment Management reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • Saratoga Research & Investment Management sold 5,376 Enterprise Products Partners shares in Q2 2026, an estimated $203K.
  • Saratoga Research & Investment Management first reported a position in Enterprise Products Partners in Q2 2013 and held it in 10 quarters.
  • Saratoga Research & Investment Management's Enterprise Products Partners position peaked at $311K in Q3 2014.
  • 1,064 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Saratoga Research & Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.