Castle Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Castle Wealth 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
2025 Q2	–	Sell	-6,595	Closed	-$225K	–	127
2025 Q1	$225K	Buy	+6,595	New	+$220K	0.09%	116
2022 Q4	–	Sell	-4,847	Closed	-$115K	–	271
2022 Q3	$115K	Buy	4,847 +2,193	+83%	+$56.6K	0.07%	133
2022 Q2	$65K	Buy	+2,654	New	+$69.8K	0.04%	184

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

Castle Wealth Management's EPD Position: Q2 2025 in Review

Castle Wealth Management sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 6,595 shares — an estimated $225K sold.

Castle Wealth Management first reported a position in EPD in Q2 2022 and held it in 3 quarters. The position peaked at $225K in Q1 2025. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

Castle Wealth Management reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
Castle Wealth Management sold 6,595 Enterprise Products Partners shares in Q2 2025, an estimated $225K.
Castle Wealth Management first reported a position in Enterprise Products Partners in Q2 2022 and held it in 3 quarters.
Castle Wealth Management's Enterprise Products Partners position peaked at $225K in Q1 2025.
1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Castle Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.