49 Wealth Management’s Enterprise Products Partners EPD Stock Holding History

49 Wealth 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 Q2	–	Sell	-6,358	Closed	-$217K	–	181
2025 Q1	$217K	Buy	+6,358	New	+$212K	0.03%	167
2024 Q4	–	Sell	-10,529	Closed	-$307K	–	177
2024 Q3	$307K	Buy	+10,529	New	+$308K	0.05%	120

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

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

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

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

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

EIP

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

49 Wealth Management's EPD Position: Q2 2025 in Review

49 Wealth Management sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 6,358 shares — an estimated $217K sold.

49 Wealth Management first reported a position in EPD in Q3 2024 and held it in 2 quarters. The position peaked at $307K in Q3 2024. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

49 Wealth Management reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
49 Wealth Management sold 6,358 Enterprise Products Partners shares in Q2 2025, an estimated $217K.
49 Wealth Management first reported a position in Enterprise Products Partners in Q3 2024 and held it in 2 quarters.
49 Wealth Management's Enterprise Products Partners position peaked at $307K in Q3 2024.
1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on 49 Wealth Management's 13F filing for Q2 2025, filed 7 Aug 2025.