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 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 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

Satovsky Asset Management's EPD Position: Q1 2026 in Review

Satovsky Asset Management increased its Enterprise Products Partners (EPD) stake by 1.5% in Q1 2026, buying an estimated $4.5K and bringing the position to 8,338 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #52.

Satovsky Asset Management first reported a position in EPD in Q1 2024 and has held it in 9 quarters since. 1,606 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Satovsky Asset Management held 8,338 shares of Enterprise Products Partners worth $315K as of Q1 2026.
Satovsky Asset Management bought 127 Enterprise Products Partners shares in Q1 2026, an estimated $4.5K.
Enterprise Products Partners made up 0.06% of Satovsky Asset Management's portfolio in Q1 2026, its #52 holding.
Satovsky Asset Management first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 9 quarters since.
1,606 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.