Sather Financial Group’s Enterprise Products Partners EPD Stock Holding History

Sather Financial Group’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	$466K	Buy	12,313 +942	+8%	+$33.3K	0.03%	65
2025 Q4	$365K	Sell	11,371 -129	-1%	-$4.08K	0.02%	72
2025 Q3	$360K	Hold	11,500	–	–	0.02%	75
2025 Q2	$357K	Hold	11,500	–	–	0.02%	80
2025 Q1	$393K	Buy	+11,500	New	+$383K	0.03%	62
2020 Q1	–	Sell	-8,332	Closed	-$234K	–	70
2019 Q4	$234K	Buy	8,332 +10	+0.1%	+$271	0.04%	73
2019 Q3	$237K	Buy	8,322 +10	+0.1%	+$291	0.04%	51
2019 Q2	$239K	Hold	8,312	–	–	0.05%	50
2019 Q1	$241K	Buy	8,312 +10	+0.1%	+$279	0.05%	51
2018 Q4	$204K	Hold	8,302	–	–	0.04%	56
2018 Q3	$238K	Sell	8,302 -7,716	-48%	-$223K	0.05%	56
2018 Q2	$443K	Hold	16,018	–	–	0.1%	54
2018 Q1	$392K	Hold	16,018	–	–	0.09%	57
2017 Q4	$425K	Sell	16,018 -335	-2%	-$8.48K	0.11%	50
2017 Q3	$426K	Hold	16,353	–	–	0.12%	52
2017 Q2	$443K	Buy	+16,353	New	+$443K	0.13%	46

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

Sather Financial Group's EPD Position: Q1 2026 in Review

Sather Financial Group increased its Enterprise Products Partners (EPD) stake by 8.3% in Q1 2026, buying an estimated $33.3K and bringing the position to 12,313 shares worth $466K. The position accounts for 0.03% of the portfolio, ranked #65.

Sather Financial Group first reported a position in EPD in Q2 2017 and has held it in 16 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Sather Financial Group held 12,313 shares of Enterprise Products Partners worth $466K as of Q1 2026.
Sather Financial Group bought 942 Enterprise Products Partners shares in Q1 2026, an estimated $33.3K.
Enterprise Products Partners made up 0.03% of Sather Financial Group's portfolio in Q1 2026, its #65 holding.
Sather Financial Group first reported a position in Enterprise Products Partners in Q2 2017 and has held it in 16 quarters since.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Sather Financial Group's 13F filing for Q1 2026, filed 29 Apr 2026.