ORG Partners’s Enterprise Products Partners EPD Stock Holding History

ORG Partners’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 Q1	–	Sell	-14,225	Closed	-$446K	–	1463
2024 Q4	$446K	Buy	14,225 +10,070	+242%	+$309K	0.06%	197
2024 Q3	$121K	Sell	4,155 -58,286	-93%	-$1.7M	0.02%	357
2024 Q2	$1.81M	Buy	62,441 +4,211	+7%	+$121K	0.23%	90
2024 Q1	$1.71M	Buy	+58,230	New	+$1.6M	3.25%	6
2023 Q4	–	Sell	-41,123	Closed	-$1.13M	–	1201
2023 Q3	$1.13M	Sell	41,123 -14,680	-26%	-$393K	0.33%	65
2023 Q2	$1.47M	Sell	55,803 -703	-1%	-$18.4K	0.24%	85
2023 Q1	$1.46M	Buy	+56,506	New	+$1.45M	0.36%	56

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

ORG Partners's EPD Position: Q1 2025 in Review

ORG Partners sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 14,225 shares — an estimated $446K sold.

ORG Partners first reported a position in EPD in Q1 2023 and held it in 7 quarters. The position peaked at $1.81M in Q2 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

ORG Partners reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
ORG Partners sold 14,225 Enterprise Products Partners shares in Q1 2025, an estimated $446K.
ORG Partners first reported a position in Enterprise Products Partners in Q1 2023 and held it in 7 quarters.
ORG Partners's Enterprise Products Partners position peaked at $1.81M in Q2 2024.
1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.