Wilkinson Global Asset Management’s Enterprise Products Partners EPD Stock Holding History

Wilkinson Global Asset Management’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 Q3	–	Sell	-10,640	Closed	-$330K	–	69
2025 Q2	$330K	Sell	10,640 -18,435	-63%	-$574K	0.02%	57
2025 Q1	$993K	Sell	29,075 -4,275	-13%	-$142K	0.06%	42
2024 Q4	$1.05M	Hold	33,350	–	–	0.06%	44
2024 Q3	$971K	Sell	33,350 -4,450	-12%	-$130K	0.06%	44
2024 Q2	$1.1M	Hold	37,800	–	–	0.07%	43
2024 Q1	$1.1M	Sell	37,800 -500	-1%	-$13.7K	0.07%	44
2023 Q4	$1.01M	Hold	38,300	–	–	0.07%	42
2023 Q3	$1.05M	Hold	38,300	–	–	0.08%	43
2023 Q2	$1.01M	Hold	38,300	–	–	0.08%	43
2023 Q1	$992K	Hold	38,300	–	–	0.08%	43
2022 Q4	$924K	Hold	38,300	–	–	0.08%	44
2022 Q3	$911K	Hold	38,300	–	–	0.08%	42
2022 Q2	$933K	Buy	+38,300	New	+$1.01M	0.08%	43

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 $39B AUM 18.55% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Wilkinson Global Asset Management's EPD Position: Q3 2025 in Review

Wilkinson Global Asset Management sold out of Enterprise Products Partners (EPD) in Q3 2025, closing a stake of 10,640 shares — an estimated $330K sold.

Wilkinson Global Asset Management first reported a position in EPD in Q2 2022 and held it in 13 quarters. The position peaked at $1.1M in Q1 2024. 1,430 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

Wilkinson Global Asset Management reported no remaining Enterprise Products Partners position as of Q3 2025 after selling out during the quarter.
Wilkinson Global Asset Management sold 10,640 Enterprise Products Partners shares in Q3 2025, an estimated $330K.
Wilkinson Global Asset Management first reported a position in Enterprise Products Partners in Q2 2022 and held it in 13 quarters.
Wilkinson Global Asset Management's Enterprise Products Partners position peaked at $1.1M in Q1 2024.
1,430 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Wilkinson Global Asset Management's 13F filing for Q3 2025, filed 4 Nov 2025.