Vista Investment Partners’s Enterprise Products Partners EPD Stock Holding History

Vista Investment Partners’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 Q3	$1.07M	Hold	30,097	–	–	0.28%	80
2026 Q2	$1.11M	Sell	30,097 -420	-1%	-$15.8K	0.28%	84
2026 Q1	$1.15M	Sell	30,517 -11,800	-28%	-$418K	0.31%	81
2025 Q4	$1.36M	Buy	42,317 +11,800	+39%	+$373K	0.35%	80
2025 Q3	$954K	Hold	30,517	–	–	0.27%	82
2025 Q2	$946K	Hold	30,517	–	–	0.27%	81
2025 Q1	$1.04M	Buy	30,517 +1,020	+3%	+$34K	0.32%	79
2024 Q4	$925K	Sell	29,497 -102	-0.3%	-$3.13K	0.29%	78
2024 Q3	$862K	Buy	29,599 +21	+0.1%	+$613	0.28%	78
2024 Q2	$857K	Hold	29,578	–	–	0.29%	84
2024 Q1	$863K	Hold	29,578	–	–	0.29%	85
2023 Q4	$779K	Buy	+29,578	New	+$788K	0.29%	81

Other funds holding EPD

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

AAA

Adams Asset Advisors Dallas, Texas $984M AUM 41.12% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Vista Investment Partners's EPD Position: Q3 2026 in Review

Vista Investment Partners held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 30,097 shares worth $1.07M. The position accounts for 0.28% of the portfolio, ranked #80.

Vista Investment Partners first reported a position in EPD in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.36M in Q4 2025. 84 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

Vista Investment Partners held 30,097 shares of Enterprise Products Partners worth $1.07M as of Q3 2026.
Vista Investment Partners left its Enterprise Products Partners share count unchanged in Q3 2026.
Enterprise Products Partners made up 0.28% of Vista Investment Partners's portfolio in Q3 2026, its #80 holding.
Vista Investment Partners first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 12 quarters since.
Vista Investment Partners's Enterprise Products Partners position peaked at $1.36M in Q4 2025.
84 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.