North Capital’s Enterprise Products Partners EPD Stock Holding History

North 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	-997	Closed	-$31.2K	–	281
2025 Q3	$31.2K	Buy	997 +1	+0.1%	+$32	0.02%	266
2025 Q2	$30.9K	Sell	996 -108	-10%	-$3.37K	0.03%	260
2025 Q1	$37.7K	Buy	+1,104	New	+$36.8K	0.04%	234

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

North Capital's EPD Position: Q4 2025 in Review

North Capital sold out of Enterprise Products Partners (EPD) in Q4 2025, closing a stake of 997 shares — an estimated $31.2K sold.

North Capital first reported a position in EPD in Q1 2025 and held it in 3 quarters. The position peaked at $37.7K in Q1 2025. 1,486 funds tracked by Wall St. Rank hold EPD as of Q4 2025.

North Capital reported no remaining Enterprise Products Partners position as of Q4 2025 after selling out during the quarter.
North Capital sold 997 Enterprise Products Partners shares in Q4 2025, an estimated $31.2K.
North Capital first reported a position in Enterprise Products Partners in Q1 2025 and held it in 3 quarters.
North Capital's Enterprise Products Partners position peaked at $37.7K in Q1 2025.
1,486 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.