Bristlecone Advisors’s Enterprise Products Partners EPD Stock Holding History

Bristlecone 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	-11,747	Closed	-$401K	–	315
2025 Q1	$401K	Sell	11,747 -1,229	-9%	-$40.9K	0.03%	214
2024 Q4	$407K	Hold	12,976	–	–	0.03%	212
2024 Q3	$378K	Hold	12,976	–	–	0.03%	206
2024 Q2	$376K	Hold	12,976	–	–	0.03%	204
2024 Q1	$379K	Hold	12,976	–	–	0.03%	205
2023 Q4	$342K	Hold	12,976	–	–	0.03%	211
2023 Q3	$355K	Hold	12,976	–	–	0.04%	194
2023 Q2	$342K	Hold	12,976	–	–	0.03%	202
2023 Q1	$336K	Hold	12,976	–	–	0.04%	207
2022 Q4	$313K	Hold	12,976	–	–	0.04%	205
2022 Q3	$309K	Buy	12,976 +82	+0.6%	+$2.12K	0.04%	197
2022 Q2	$314K	Buy	12,894 +3,790	+42%	+$99.7K	0.04%	201
2022 Q1	$235K	Buy	+9,104	New	+$221K	0.03%	213

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

Bristlecone Advisors's EPD Position: Q2 2025 in Review

Bristlecone Advisors sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 11,747 shares — an estimated $401K sold.

Bristlecone Advisors first reported a position in EPD in Q1 2022 and held it in 13 quarters. The position peaked at $407K in Q4 2024. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

Bristlecone Advisors reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
Bristlecone Advisors sold 11,747 Enterprise Products Partners shares in Q2 2025, an estimated $401K.
Bristlecone Advisors first reported a position in Enterprise Products Partners in Q1 2022 and held it in 13 quarters.
Bristlecone Advisors's Enterprise Products Partners position peaked at $407K in Q4 2024.
1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Bristlecone Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.