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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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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. 1,592 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.
  • 1,592 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.