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West Branch Capital’s Enterprise Products Partners EPD Stock Holding History

West Branch 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
2026
Q2 		– Sell
-255
Closed -$9.65K – 364
2026
Q1 		$9.65K Hold
255
– – ﹤0.01% 230
2025
Q4 		$8.18K Hold
255
– – ﹤0.01% 279
2025
Q3 		$7.97K Hold
255
– – ﹤0.01% 298
2025
Q2 		$7.91K Hold
255
– – ﹤0.01% 298
2025
Q1 		$8.71K Hold
255
– – ﹤0.01% 298
2024
Q4 		$8K Hold
255
– – ﹤0.01% 287
2024
Q3 		$7.42K Buy
+255
New +$7.45K ﹤0.01% 301

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

West Branch Capital's EPD Position: Q2 2026 in Review

West Branch Capital sold out of Enterprise Products Partners (EPD) in Q2 2026, closing a stake of 255 shares — an estimated $9.65K sold.

West Branch Capital first reported a position in EPD in Q3 2024 and held it in 7 quarters. The position peaked at $9.65K in Q1 2026. 474 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

  • West Branch Capital reported no remaining Enterprise Products Partners position as of Q2 2026 after selling out during the quarter.
  • West Branch Capital sold 255 Enterprise Products Partners shares in Q2 2026, an estimated $9.65K.
  • West Branch Capital first reported a position in Enterprise Products Partners in Q3 2024 and held it in 7 quarters.
  • West Branch Capital's Enterprise Products Partners position peaked at $9.65K in Q1 2026.
  • 474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.