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Cornerstone Wealth Group’s Enterprise Products Partners EPD Stock Holding History

Cornerstone Wealth Group’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
Q3 		– Sell
-7,456
Closed -$231K – 358
2025
Q2 		$231K Buy
+7,456
New +$232K 0.02% 285

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

Cornerstone Wealth Group's EPD Position: Q3 2025 in Review

Cornerstone Wealth Group sold out of Enterprise Products Partners (EPD) in Q3 2025, closing a stake of 7,456 shares — an estimated $231K sold.

Cornerstone Wealth Group first reported a position in EPD in Q2 2025 and held it in 1 quarter. The position peaked at $231K in Q2 2025. 1,430 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

  • Cornerstone Wealth Group reported no remaining Enterprise Products Partners position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Wealth Group sold 7,456 Enterprise Products Partners shares in Q3 2025, an estimated $231K.
  • Cornerstone Wealth Group first reported a position in Enterprise Products Partners in Q2 2025 and held it in 1 quarter.
  • Cornerstone Wealth Group's Enterprise Products Partners position peaked at $231K in Q2 2025.
  • 1,430 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Cornerstone Wealth Group's 13F filing for Q3 2025, filed 30 Oct 2025.