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 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 $4.45B AUM 22.95% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Vista Investment Partners's EPD Position: Q2 2026 in Review

Vista Investment Partners reduced its Enterprise Products Partners (EPD) stake by 1.4% in Q2 2026, selling an estimated $15.8K and leaving 30,097 shares worth $1.11M. The position accounts for 0.28% of the portfolio, ranked #84.

Vista Investment Partners first reported a position in EPD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q4 2025. 473 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Vista Investment Partners held 30,097 shares of Enterprise Products Partners worth $1.11M as of Q2 2026.
Vista Investment Partners sold 420 Enterprise Products Partners shares in Q2 2026, an estimated $15.8K.
Enterprise Products Partners made up 0.28% of Vista Investment Partners's portfolio in Q2 2026, its #84 holding.
Vista Investment Partners first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 11 quarters since.
Vista Investment Partners's Enterprise Products Partners position peaked at $1.36M in Q4 2025.
473 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Vista Investment Partners's 13F filing for Q2 2026, filed 9 Jul 2026.