Satovsky Asset Management’s Enterprise Products Partners EPD Stock Holding History

Satovsky Asset 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	$311K	Buy	8,458 +120	+1%	+$4.53K	0.05%	55
2026 Q1	$315K	Buy	8,338 +127	+2%	+$4.5K	0.06%	52
2025 Q4	$263K	Buy	8,211 +138	+2%	+$4.36K	0.05%	60
2025 Q3	$252K	Buy	8,073 +137	+2%	+$4.32K	0.05%	52
2025 Q2	$246K	Buy	7,936 +131	+2%	+$4.08K	0.05%	49
2025 Q1	$266K	Buy	7,805 +124	+2%	+$4.13K	0.06%	44
2024 Q4	$241K	Buy	7,681 +127	+2%	+$3.9K	0.06%	44
2024 Q3	$220K	Buy	7,554 +330	+5%	+$9.64K	0.05%	52
2024 Q2	$209K	Buy	7,224 +127	+2%	+$3.64K	0.05%	48
2024 Q1	$207K	Buy	+7,097	New	+$195K	0.06%	47

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

Satovsky Asset Management's EPD Position: Q2 2026 in Review

Satovsky Asset Management increased its Enterprise Products Partners (EPD) stake by 1.4% in Q2 2026, buying an estimated $4.53K and bringing the position to 8,458 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #55.

Satovsky Asset Management first reported a position in EPD in Q1 2024 and has held it in 10 quarters since. The position peaked at $315K in Q1 2026. 1,588 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Satovsky Asset Management held 8,458 shares of Enterprise Products Partners worth $311K as of Q2 2026.
Satovsky Asset Management bought 120 Enterprise Products Partners shares in Q2 2026, an estimated $4.53K.
Enterprise Products Partners made up 0.05% of Satovsky Asset Management's portfolio in Q2 2026, its #55 holding.
Satovsky Asset Management first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 10 quarters since.
Satovsky Asset Management's Enterprise Products Partners position peaked at $315K in Q1 2026.
1,588 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Satovsky Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.