CWM
EPD icon

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

Crowley 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
Q4 		– Sell
-950
Closed -$29.7K – 116
2025
Q3 		$29.7K Hold
950
– – 0.02% 185
2025
Q2 		$29.5K Buy
+950
New +$29.6K 0.03% 174
2025
Q1 		– Sell
-950
Closed -$29.8K – 413
2024
Q4 		$29.8K Buy
+950
New +$29.2K 0.03% 169

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
EIP
Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Crowley Wealth Management's EPD Position: Q4 2025 in Review

Crowley Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2025, closing a stake of 950 shares — an estimated $29.7K sold.

Crowley Wealth Management first reported a position in EPD in Q4 2024 and held it in 3 quarters. The position peaked at $29.8K in Q4 2024. 1,484 funds tracked by Wall St. Rank hold EPD as of Q4 2025.

  • Crowley Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 950 Enterprise Products Partners shares in Q4 2025, an estimated $29.7K.
  • Crowley Wealth Management first reported a position in Enterprise Products Partners in Q4 2024 and held it in 3 quarters.
  • Crowley Wealth Management's Enterprise Products Partners position peaked at $29.8K in Q4 2024.
  • 1,484 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.