MB, Levis & Associates’s Enterprise Products Partners EPD Stock Holding History

MB, Levis & Associates’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 Q3	–	Sell	-13,820	Closed	-$429K	–	264
2025 Q2	$429K	Hold	13,820	–	–	0.19%	53
2025 Q1	$472K	Buy	13,820 +209	+2%	+$6.96K	0.22%	47
2024 Q4	$427K	Buy	13,611 +2,188	+19%	+$67.2K	0.21%	49
2024 Q3	$333K	Buy	11,423 +199	+2%	+$5.81K	0.16%	53
2024 Q2	$325K	Buy	11,224 +188	+2%	+$5.39K	0.17%	50
2024 Q1	$322K	Buy	11,036 +1,191	+12%	+$32.7K	0.17%	50
2023 Q4	$259K	Buy	9,845 +1,165	+13%	+$31K	0.15%	51
2023 Q3	$238K	Buy	8,680 +158	+2%	+$4.23K	0.15%	56
2023 Q2	$225K	Buy	8,522 +1,140	+15%	+$29.8K	0.14%	58
2023 Q1	$191K	Buy	7,382 +2,134	+41%	+$54.8K	0.13%	60
2022 Q4	$127K	Buy	+5,248	New	+$129K	0.1%	62

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

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

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

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

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

EIP

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

TCA

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

MB, Levis & Associates's EPD Position: Q3 2025 in Review

MB, Levis & Associates sold out of Enterprise Products Partners (EPD) in Q3 2025, closing a stake of 13,820 shares — an estimated $429K sold.

MB, Levis & Associates first reported a position in EPD in Q4 2022 and held it in 11 quarters. The position peaked at $472K in Q1 2025. 1,429 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

MB, Levis & Associates reported no remaining Enterprise Products Partners position as of Q3 2025 after selling out during the quarter.
MB, Levis & Associates sold 13,820 Enterprise Products Partners shares in Q3 2025, an estimated $429K.
MB, Levis & Associates first reported a position in Enterprise Products Partners in Q4 2022 and held it in 11 quarters.
MB, Levis & Associates's Enterprise Products Partners position peaked at $472K in Q1 2025.
1,429 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on MB, Levis & Associates's 13F filing for Q3 2025, filed 15 Oct 2025.