Arbor Trust Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Arbor Trust Wealth Advisors’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	-10,230	Closed	-$349K	–	87
2025 Q1	$349K	Hold	10,230	–	–	0.16%	73
2024 Q4	$321K	Sell	10,230 -1,500	-13%	-$46.1K	0.15%	77
2024 Q3	$340K	Hold	11,730	–	–	0.18%	75
2024 Q2	$340K	Hold	11,730	–	–	0.18%	75
2024 Q1	$342K	Hold	11,730	–	–	0.19%	78
2023 Q4	$309K	Hold	11,730	–	–	0.18%	77
2023 Q3	$321K	Hold	11,730	–	–	0.21%	71
2023 Q2	$309K	Sell	11,730 -1,500	-11%	-$39.2K	0.2%	74
2023 Q1	$343K	Buy	13,230 +3,000	+29%	+$77.1K	0.23%	72
2022 Q4	$247K	Hold	10,230	–	–	0.17%	88
2022 Q3	$243K	Hold	10,230	–	–	0.18%	81
2022 Q2	$249K	Sell	10,230 -2,000	-16%	-$52.6K	0.17%	86
2022 Q1	$316K	Buy	+12,230	New	+$297K	0.19%	82

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

Arbor Trust Wealth Advisors's EPD Position: Q2 2025 in Review

Arbor Trust Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 10,230 shares — an estimated $349K sold.

Arbor Trust Wealth Advisors first reported a position in EPD in Q1 2022 and held it in 13 quarters. The position peaked at $349K in Q1 2025. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

Arbor Trust Wealth Advisors reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
Arbor Trust Wealth Advisors sold 10,230 Enterprise Products Partners shares in Q2 2025, an estimated $349K.
Arbor Trust Wealth Advisors first reported a position in Enterprise Products Partners in Q1 2022 and held it in 13 quarters.
Arbor Trust Wealth Advisors's Enterprise Products Partners position peaked at $349K in Q1 2025.
1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.