FORA Capital’s Enterprise Products Partners EPD Stock Holding History

FORA Capital’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	-43,654	Closed	-$1.37M	–	499
2025 Q3	$1.37M	Buy	43,654 +21,710	+99%	+$685K	0.24%	103
2025 Q2	$680K	Sell	21,944 -15,305	-41%	-$477K	0.08%	276
2025 Q1	$1.27M	Buy	+37,249	New	+$1.24M	0.13%	198
2024 Q4	–	Sell	-55,834	Closed	-$1.63M	–	446
2024 Q3	$1.63M	Buy	+55,834	New	+$1.63M	0.19%	152
2024 Q1	–	Sell	-56,215	Closed	-$1.48M	–	450
2023 Q4	$1.48M	Buy	+56,215	New	+$1.5M	0.13%	202
2023 Q2	–	Sell	-44,744	Closed	-$1.16M	–	429
2023 Q1	$1.16M	Buy	+44,744	New	+$1.15M	0.12%	230
2020 Q2	–	Sell	-34,318	Closed	-$491K	–	1020
2020 Q1	$491K	Buy	34,318 +18,021	+111%	+$419K	0.11%	243
2019 Q4	$459K	Buy	+16,297	New	+$442K	0.05%	411

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

EIP

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

FORA Capital's EPD Position: Q4 2025 in Review

FORA Capital sold out of Enterprise Products Partners (EPD) in Q4 2025, closing a stake of 43,654 shares — an estimated $1.37M sold.

FORA Capital first reported a position in EPD in Q4 2019 and held it in 8 quarters. The position peaked at $1.63M in Q3 2024. 1,484 funds tracked by Wall St. Rank hold EPD as of Q4 2025.

FORA Capital reported no remaining Enterprise Products Partners position as of Q4 2025 after selling out during the quarter.
FORA Capital sold 43,654 Enterprise Products Partners shares in Q4 2025, an estimated $1.37M.
FORA Capital first reported a position in Enterprise Products Partners in Q4 2019 and held it in 8 quarters.
FORA Capital's Enterprise Products Partners position peaked at $1.63M in Q3 2024.
1,484 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2025.

Based on FORA Capital's 13F filing for Q4 2025, filed 13 Feb 2026.