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

Mascoma 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	-1,000	Closed	-$31.3K	–	502
2025 Q3	$31.3K	Hold	1,000	–	–	0.01%	232
2025 Q2	$31K	Hold	1,000	–	–	0.01%	229
2025 Q1	$34.1K	Hold	1,000	–	–	0.01%	217
2024 Q4	$31.4K	Hold	1,000	–	–	0.01%	240
2024 Q3	$29.1K	Hold	1,000	–	–	0.01%	238
2024 Q2	$29K	Buy	+1,000	New	+$28.7K	0.01%	243
2023 Q2	–	Sell	-380	Closed	-$10K	–	521
2023 Q1	$10K	Hold	380	–	–	﹤0.01%	404
2022 Q4	$9.17K	Hold	380	–	–	﹤0.01%	417
2022 Q3	$9K	Hold	380	–	–	﹤0.01%	413
2022 Q2	$9K	Buy	+380	New	+$10K	﹤0.01%	432

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

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

Mascoma Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2025, closing a stake of 1,000 shares — an estimated $31.3K sold.

Mascoma Wealth Management first reported a position in EPD in Q2 2022 and held it in 10 quarters. The position peaked at $34.1K in Q1 2025. 1,486 funds tracked by Wall St. Rank hold EPD as of Q4 2025.

Mascoma Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2025 after selling out during the quarter.
Mascoma Wealth Management sold 1,000 Enterprise Products Partners shares in Q4 2025, an estimated $31.3K.
Mascoma Wealth Management first reported a position in Enterprise Products Partners in Q2 2022 and held it in 10 quarters.
Mascoma Wealth Management's Enterprise Products Partners position peaked at $34.1K in Q1 2025.
1,486 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.