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Copperwynd Financial’s Enterprise Products Partners EPD Stock Holding History

Copperwynd Financial’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 		$386K Buy
12,450
+583
+5% +$18.2K 0.1% 116
2025
Q1 		$405K Buy
11,867
+628
+6% +$20.9K 0.11% 113
2024
Q4 		$352K Buy
11,239
+194
+2% +$5.96K 0.1% 106
2024
Q3 		$322K Sell
11,045
-420
-4% -$12.3K 0.1% 114
2024
Q2 		$331K Buy
11,465
+1,255
+12% +$36K 0.11% 111
2024
Q1 		$298K Hold
10,210
– – 0.11% 110
2023
Q4 		$269K Hold
10,210
– – 0.11% 119
2023
Q3 		$279K Buy
+10,210
New +$273K 0.13% 107

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
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

Copperwynd Financial's EPD Position: Q2 2025 in Review

Copperwynd Financial increased its Enterprise Products Partners (EPD) stake by 4.9% in Q2 2025, buying an estimated $18.2K and bringing the position to 12,450 shares worth $386K. The position accounts for 0.1% of the portfolio, ranked #116.

Copperwynd Financial first reported a position in EPD in Q3 2023 and has held it in 8 quarters since. The position peaked at $405K in Q1 2025. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

  • Copperwynd Financial held 12,450 shares of Enterprise Products Partners worth $386K as of Q2 2025.
  • Copperwynd Financial bought 583 Enterprise Products Partners shares in Q2 2025, an estimated $18.2K.
  • Enterprise Products Partners made up 0.1% of Copperwynd Financial's portfolio in Q2 2025, its #116 holding.
  • Copperwynd Financial first reported a position in Enterprise Products Partners in Q3 2023 and has held it in 8 quarters since.
  • Copperwynd Financial's Enterprise Products Partners position peaked at $405K in Q1 2025.
  • 1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.