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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
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% +$21.3K 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

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
Fayez Sarofim & Co
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
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

Birch Capital Management's EPD Position: Q2 2026 in Review

Birch Capital Management reduced its Enterprise Products Partners (EPD) stake by 3% in Q2 2026, selling an estimated $194K and leaving 166,599 shares worth $6.12M. The position accounts for 2.99% of the portfolio, ranked #12.

Birch Capital Management first reported a position in EPD in Q4 2019 and has held it in 27 quarters since. The position peaked at $6.5M in Q1 2026. 1,589 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Birch Capital Management held 166,599 shares of Enterprise Products Partners worth $6.12M as of Q2 2026.
  • Birch Capital Management sold 5,152 Enterprise Products Partners shares in Q2 2026, an estimated $194K.
  • Enterprise Products Partners made up 2.99% of Birch Capital Management's portfolio in Q2 2026, its #12 holding.
  • Birch Capital Management first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 27 quarters since.
  • Birch Capital Management's Enterprise Products Partners position peaked at $6.5M in Q1 2026.
  • 1,589 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.