Logan Capital Management’s Enterprise Products Partners EPD Stock Holding History

Logan 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
2025 Q4	–	Sell	-5,057	Closed	-$158K	–	326
2025 Q3	$158K	Hold	5,057	–	–	0.01%	280
2025 Q2	$157K	Hold	5,057	–	–	0.01%	270
2025 Q1	$173K	Hold	5,057	–	–	0.01%	287
2024 Q4	$159K	Hold	5,057	–	–	0.01%	298
2024 Q3	$147K	Hold	5,057	–	–	0.01%	301
2024 Q2	$147K	Hold	5,057	–	–	0.01%	298
2024 Q1	$148K	Hold	5,057	–	–	0.01%	298
2023 Q4	$133K	Hold	5,057	–	–	0.01%	311
2023 Q3	$138K	Hold	5,057	–	–	0.01%	300
2023 Q2	$133K	Hold	5,057	–	–	0.01%	299
2023 Q1	$131K	Hold	5,057	–	–	0.01%	306
2022 Q4	$122K	Buy	+5,057	New	+$124K	0.01%	307
2015 Q3	–	Sell	-8,414	Closed	-$251K	–	285
2015 Q2	$251K	Hold	8,414	–	–	0.02%	285
2015 Q1	$277K	Hold	8,414	–	–	0.02%	253
2014 Q4	$304K	Hold	8,414	–	–	0.02%	254
2014 Q3	$339K	Sell	8,414 -810	-9%	-$31.8K	0.02%	237
2014 Q2	$361K	Buy	9,224 +1,670	+22%	+$61.6K	0.03%	235
2014 Q1	$262K	Buy	7,554 +780	+12%	+$25.9K	0.02%	250
2013 Q4	$225K	Sell	6,774 -3,218	-32%	-$100K	0.02%	258
2013 Q3	$305K	Buy	+9,992	New	+$305K	0.02%	232

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

Logan Capital Management's EPD Position: Q4 2025 in Review

Logan Capital Management sold out of Enterprise Products Partners (EPD) in Q4 2025, closing a stake of 5,057 shares — an estimated $158K sold.

Logan Capital Management first reported a position in EPD in Q3 2013 and held it in 20 quarters. The position peaked at $361K in Q2 2014. 1,484 funds tracked by Wall St. Rank hold EPD as of Q4 2025.

Logan Capital Management reported no remaining Enterprise Products Partners position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 5,057 Enterprise Products Partners shares in Q4 2025, an estimated $158K.
Logan Capital Management first reported a position in Enterprise Products Partners in Q3 2013 and held it in 20 quarters.
Logan Capital Management's Enterprise Products Partners position peaked at $361K in Q2 2014.
1,484 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.