Atria Wealth Solutions’s Enterprise Products Partners EPD Stock Holding History

Atria Wealth Solutions’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	$1.73M	Sell	55,437 -139,919	-72%	-$4.36M	0.04%	464
2025 Q1	$6.67M	Sell	195,356 -21,134	-10%	-$704K	0.08%	261
2024 Q4	$6.79M	Buy	216,490 +38,167	+21%	+$1.17M	0.07%	275
2024 Q3	$5.19M	Buy	178,323 +5,423	+3%	+$158K	0.06%	336
2024 Q2	$5.01M	Sell	172,900 -189,696	-52%	-$5.44M	0.06%	345
2024 Q1	$10.6M	Buy	362,596 +17,620	+5%	+$484K	0.12%	186
2023 Q4	$9.09M	Sell	344,976 -28,753	-8%	-$766K	0.11%	181
2023 Q3	$10.2M	Sell	373,729 -12,945	-3%	-$346K	0.14%	154
2023 Q2	$10.2M	Sell	386,674 -12,484	-3%	-$326K	0.14%	153
2023 Q1	$10.3M	Sell	399,158 -94,717	-19%	-$2.43M	0.15%	143
2022 Q4	$11.9M	Buy	493,875 +19,646	+4%	+$484K	0.19%	122
2022 Q3	$11.3M	Buy	474,229 +8,501	+2%	+$219K	0.19%	112
2022 Q2	$11.3M	Buy	465,728 +194,916	+72%	+$5.13M	0.21%	104
2022 Q1	$6.99M	Buy	+270,812	New	+$6.57M	0.12%	187

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

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

Blackstone Inc New York $32.9B AUM 23.66% 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

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

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

TCA

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

EIP

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

Atria Wealth Solutions's EPD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Enterprise Products Partners (EPD) stake by 72% in Q2 2025, selling an estimated $4.36M and leaving 55,437 shares worth $1.73M. The position accounts for 0.04% of the portfolio, ranked #464.

Atria Wealth Solutions first reported a position in EPD in Q1 2022 and has held it in 14 quarters since. The position peaked at $11.9M in Q4 2022. 1,440 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

Atria Wealth Solutions held 55,437 shares of Enterprise Products Partners worth $1.73M as of Q2 2025.
Atria Wealth Solutions sold 139,919 Enterprise Products Partners shares in Q2 2025, an estimated $4.36M.
Enterprise Products Partners made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #464 holding.
Atria Wealth Solutions first reported a position in Enterprise Products Partners in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Enterprise Products Partners position peaked at $11.9M in Q4 2022.
1,440 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.