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Beaumont Financial Advisors’s Enterprise Products Partners EPD Stock Holding History

Beaumont Financial 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
Q4 		– Sell
-8,187
Closed -$256K – 383
2025
Q3 		$256K Hold
8,187
– – 0.02% 347
2025
Q2 		$254K Sell
8,187
-6,425
-44% -$200K 0.02% 329
2025
Q1 		$499K Hold
14,612
– – 0.04% 216
2024
Q4 		$458K Buy
14,612
+350
+2% +$10.8K 0.03% 230
2024
Q3 		$415K Sell
14,262
-38,700
-73% -$1.13M 0.03% 231
2024
Q2 		$1.53M Sell
52,962
-625
-1% -$17.9K 0.12% 109
2024
Q1 		$1.56M Hold
53,587
– – 0.13% 101
2023
Q4 		$1.41M Hold
53,587
– – 0.13% 112
2023
Q3 		$1.47M Buy
53,587
+340
+0.6% +$9.09K 0.15% 99
2023
Q2 		$1.4M Buy
53,247
+13,975
+36% +$365K 0.13% 109
2023
Q1 		$1.02M Hold
39,272
– – 0.1% 118
2022
Q4 		$947K Hold
39,272
– – 0.1% 130
2022
Q3 		$934K Buy
39,272
+2,325
+6% +$60K 0.09% 122
2022
Q2 		$900K Buy
36,947
+23,765
+180% +$625K 0.08% 131
2022
Q1 		$340K Buy
+13,182
New +$320K 0.03% 265
2019
Q4 		– Sell
-7,611
Closed -$218K – 288
2019
Q3 		$218K Buy
+7,611
New +$222K 0.02% 250
2013
Q3 		– Sell
-148,032
Closed -$4.6M – 155
2013
Q2 		$4.6M Buy
+148,032
New +$4.49M 0.43% 61

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 $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Neuberger Berman Group
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

Beaumont Financial Advisors's EPD Position: Q4 2025 in Review

Beaumont Financial Advisors sold out of Enterprise Products Partners (EPD) in Q4 2025, closing a stake of 8,187 shares — an estimated $256K sold.

Beaumont Financial Advisors first reported a position in EPD in Q2 2013 and held it in 17 quarters. The position peaked at $4.6M in Q2 2013. 1,486 funds tracked by Wall St. Rank hold EPD as of Q4 2025.

  • Beaumont Financial Advisors reported no remaining Enterprise Products Partners position as of Q4 2025 after selling out during the quarter.
  • Beaumont Financial Advisors sold 8,187 Enterprise Products Partners shares in Q4 2025, an estimated $256K.
  • Beaumont Financial Advisors first reported a position in Enterprise Products Partners in Q2 2013 and held it in 17 quarters.
  • Beaumont Financial Advisors's Enterprise Products Partners position peaked at $4.6M in Q2 2013.
  • 1,486 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2025.

Based on Beaumont Financial Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.