MCM
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Morton Capital Management’s Enterprise Products Partners EPD Stock Holding History

Morton 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
2026
Q2 		$897K Buy
24,397
+203
+0.8% +$7.66K 0.12% 55
2026
Q1 		$915K Buy
24,194
+462
+2% +$16.4K 0.14% 51
2025
Q4 		$761K Buy
23,732
+381
+2% +$12K 0.12% 54
2025
Q3 		$730K Sell
23,351
-7,224
-24% -$228K 0.12% 53
2025
Q2 		$948K Buy
30,575
+7,679
+34% +$239K 0.17% 47
2025
Q1 		$782K Buy
22,896
+210
+0.9% +$6.99K 0.15% 50
2024
Q4 		$711K Buy
22,686
+216
+1% +$6.63K 0.13% 55
2024
Q3 		$654K Buy
22,470
+226
+1% +$6.6K 0.13% 56
2024
Q2 		$645K Buy
22,244
+221
+1% +$6.34K 0.15% 52
2024
Q1 		$643K Buy
22,023
+232
+1% +$6.37K 0.17% 54
2023
Q4 		$574K Buy
21,791
+228
+1% +$6.07K 0.17% 52
2023
Q3 		$590K Buy
21,563
+219
+1% +$5.86K 0.21% 44
2023
Q2 		$562K Buy
21,344
+216
+1% +$5.65K 0.19% 48
2023
Q1 		$547K Buy
21,128
+450
+2% +$11.6K 0.19% 48
2022
Q4 		$499K Sell
20,678
-1,973
-9% -$48.6K 0.19% 47
2022
Q3 		$539K Sell
22,651
-810
-3% -$20.9K 0.25% 40
2022
Q2 		$572K Buy
23,461
+2,477
+12% +$65.2K 0.25% 41
2022
Q1 		$542K Buy
20,984
+2,598
+14% +$63.1K 0.22% 44
2021
Q4 		$404K Buy
+18,386
New +$412K 0.16% 55

Other funds holding EPD

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
FI
Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
TC
Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morton Capital Management's EPD Position: Q2 2026 in Review

Morton Capital Management increased its Enterprise Products Partners (EPD) stake by 0.84% in Q2 2026, buying an estimated $7.66K and bringing the position to 24,397 shares worth $897K. The position accounts for 0.12% of the portfolio, ranked #55.

Morton Capital Management first reported a position in EPD in Q4 2021 and has held it in 19 quarters since. The position peaked at $948K in Q2 2025. 482 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • Morton Capital Management held 24,397 shares of Enterprise Products Partners worth $897K as of Q2 2026.
  • Morton Capital Management bought 203 Enterprise Products Partners shares in Q2 2026, an estimated $7.66K.
  • Enterprise Products Partners made up 0.12% of Morton Capital Management's portfolio in Q2 2026, its #55 holding.
  • Morton Capital Management first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 19 quarters since.
  • Morton Capital Management's Enterprise Products Partners position peaked at $948K in Q2 2025.
  • 482 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.