Vertex Planning Partners’s Enterprise Products Partners EPD Stock Holding History

Vertex Planning 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 Q4	–	Sell	-6,925	Closed	-$217K	–	145
2025 Q3	$217K	Hold	6,925	–	–	0.04%	196
2025 Q2	$215K	Hold	6,925	–	–	0.04%	178
2025 Q1	$236K	Hold	6,925	–	–	0.05%	166
2024 Q4	$217K	Buy	+6,925	New	+$213K	0.05%	176

Other funds holding EPD

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Vertex Planning Partners's EPD Position: Q4 2025 in Review

Vertex Planning Partners sold out of Enterprise Products Partners (EPD) in Q4 2025, closing a stake of 6,925 shares — an estimated $217K sold.

Vertex Planning Partners first reported a position in EPD in Q4 2024 and held it in 4 quarters. The position peaked at $236K in Q1 2025. 1,484 funds tracked by Wall St. Rank hold EPD as of Q4 2025.

Vertex Planning Partners reported no remaining Enterprise Products Partners position as of Q4 2025 after selling out during the quarter.
Vertex Planning Partners sold 6,925 Enterprise Products Partners shares in Q4 2025, an estimated $217K.
Vertex Planning Partners first reported a position in Enterprise Products Partners in Q4 2024 and held it in 4 quarters.
Vertex Planning Partners's Enterprise Products Partners position peaked at $236K in Q1 2025.
1,484 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2025.

Based on Vertex Planning Partners's 13F filing for Q4 2025, filed 17 Feb 2026.