Birch Capital Management
EPD icon

Birch Capital Management’s Enterprise Products Partners EPD Stock Holding History

Birch Capital 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
Q3 		$5.97M Buy
167,714
+1,115
+0.7% +$42.5K 2.8% 16
2026
Q2 		$6.12M Sell
166,599
-5,152
-3% -$194K 2.99% 12
2026
Q1 		$6.5M Sell
171,751
-6,057
-3% -$214K 3.41% 9
2025
Q4 		$5.7M Buy
177,808
+5,092
+3% +$161K 2.84% 14
2025
Q3 		$5.4M Buy
172,716
+4,577
+3% +$144K 2.76% 13
2025
Q2 		$5.21M Hold
168,139
– – 2.67% 14
2025
Q1 		$5.74M Sell
168,139
-401
-0.2% -$13.4K 2.98% 11
2024
Q4 		$5.29M Buy
168,540
+465
+0.3% +$14.3K 2.66% 13
2024
Q3 		$4.89M Sell
168,075
-312
-0.2% -$9.11K 2.39% 15
2024
Q2 		$4.88M Sell
168,387
-8,609
-5% -$247K 2.54% 13
2024
Q1 		$5.16M Sell
176,996
-3,022
-2% -$83K 2.68% 13
2023
Q4 		$4.74M Buy
180,018
+2,685
+2% +$71.5K 2.72% 11
2023
Q3 		$4.85M Buy
177,333
+9,693
+6% +$259K 3.07% 10
2023
Q2 		$4.42M Buy
167,640
+813
+0.5% +$21.2K 2.68% 11
2023
Q1 		$4.32M Sell
166,827
-441
-0.3% -$11.3K 2.78% 12
2022
Q4 		$4.03M Buy
167,268
+36,380
+28% +$896K 2.78% 12
2022
Q3 		$3.11M Buy
130,888
+4,597
+4% +$119K 2.35% 14
2022
Q2 		$3.08M Buy
126,291
+31,736
+34% +$835K 2.2% 17
2022
Q1 		$2.44M Buy
94,555
+37,252
+65% +$904K 1.5% 23
2021
Q4 		$1.26M Buy
57,303
+782
+1% +$17.5K 0.75% 35
2021
Q3 		$1.22M Buy
56,521
+5,636
+11% +$128K 0.83% 34
2021
Q2 		$1.23M Buy
50,885
+7,134
+16% +$169K 0.83% 35
2021
Q1 		$963K Buy
43,751
+968
+2% +$21.3K 0.71% 37
2020
Q4 		$838K Sell
42,783
-11,894
-22% -$221K 0.64% 39
2020
Q3 		$863K Sell
54,677
-17,848
-25% -$313K 0.75% 34
2020
Q2 		$1.32M Buy
72,525
+12,371
+21% +$221K 1.23% 29
2020
Q1 		$860K Buy
60,154
+18,372
+44% +$427K 0.99% 32
2019
Q4 		$1.18M Buy
+41,782
New +$1.13M 1.15% 32

Other funds holding EPD

Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Northside Capital Management
Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return
Tetrad Corporation
Tetrad Corporation Omaha, Nebraska $1.04B AUM 0.51% 1-Year Est. Return

Birch Capital Management's EPD Position: Q3 2026 in Review

Birch Capital Management increased its Enterprise Products Partners (EPD) stake by 0.67% in Q3 2026, buying an estimated $42.5K and bringing the position to 167,714 shares worth $5.97M. The position accounts for 2.8% of the portfolio, ranked #16.

Birch Capital Management first reported a position in EPD in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.5M in Q1 2026. 693 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Birch Capital Management held 167,714 shares of Enterprise Products Partners worth $5.97M as of Q3 2026.
  • Birch Capital Management bought 1,115 Enterprise Products Partners shares in Q3 2026, an estimated $42.5K.
  • Enterprise Products Partners made up 2.8% of Birch Capital Management's portfolio in Q3 2026, its #16 holding.
  • Birch Capital Management first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 28 quarters since.
  • Birch Capital Management's Enterprise Products Partners position peaked at $6.5M in Q1 2026.
  • 693 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.