55 North Private Wealth’s Enterprise Products Partners EPD Stock Holding History

55 North Private Wealth’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	–	Sell	-7,505	Closed	-$284K	–	310
2026 Q1	$284K	Sell	7,505 -3,126	-29%	-$111K	0.07%	145
2025 Q4	$341K	Buy	+10,631	New	+$336K	0.09%	117

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

55 North Private Wealth's EPD Position: Q2 2026 in Review

55 North Private Wealth sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 7,505 shares — an estimated $284K sold.

55 North Private Wealth first reported a position in EPD in Q4 2025 and held it in 2 quarters. The position peaked at $341K in Q4 2025. 1,581 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

55 North Private Wealth reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
55 North Private Wealth sold 7,505 Enterprise Products Partners shares in Q2 2026, an estimated $284K.
55 North Private Wealth first reported a position in Enterprise Products Partners in Q4 2025 and held it in 2 quarters.
55 North Private Wealth's Enterprise Products Partners position peaked at $341K in Q4 2025.
1,581 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.