VR
EPD icon

Vision Retirement’s Enterprise Products Partners EPD Stock Holding History

Vision Retirement’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 		$43.9K Buy
1,195
+8
+0.7% +$302 0.01% 238
2026
Q1 		$44.9K Hold
1,187
– – 0.01% 225
2025
Q4 		$38K Buy
+1,187
New +$37.5K 0.01% 263

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
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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vision Retirement's EPD Position: Q2 2026 in Review

Vision Retirement increased its Enterprise Products Partners (EPD) stake by 0.67% in Q2 2026, buying an estimated $302 and bringing the position to 1,195 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #238.

Vision Retirement first reported a position in EPD in Q4 2025 and has held it in 3 quarters since. The position peaked at $44.9K in Q1 2026. 1,526 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Vision Retirement held 1,195 shares of Enterprise Products Partners worth $43.9K as of Q2 2026.
  • Vision Retirement bought 8 Enterprise Products Partners shares in Q2 2026, an estimated $302.
  • Enterprise Products Partners made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #238 holding.
  • Vision Retirement first reported a position in Enterprise Products Partners in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's Enterprise Products Partners position peaked at $44.9K in Q1 2026.
  • 1,526 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.