Delos Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Delos 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 Q1	–	Sell	-27	Closed	-$844	–	90
2024 Q4	$844	Buy	27 +1	+4%	+$31	﹤0.01%	179
2024 Q3	$770	Hold	26	–	–	﹤0.01%	163
2024 Q2	$753	Hold	26	–	–	﹤0.01%	275
2024 Q1	$745	Buy	26 +1	+4%	+$27	﹤0.01%	276
2023 Q4	$660	Hold	25	–	–	﹤0.01%	230
2023 Q3	$655	Buy	25 +1	+4%	+$27	﹤0.01%	260
2023 Q2	$636	Hold	24	–	–	﹤0.01%	263
2023 Q1	$614	Buy	24 +1	+4%	+$26	﹤0.01%	277
2022 Q4	$561	Hold	23	–	–	﹤0.01%	289
2022 Q3	$1K	Buy	23 +1	+5%	+$26	﹤0.01%	232
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	208
2022 Q1	$1K	Hold	22	–	–	﹤0.01%	226
2021 Q4	$0	Buy	22 +1	+5%	+$22	﹤0.01%	452
2021 Q3	$0	Hold	21	–	–	﹤0.01%	225
2021 Q2	$1K	Buy	+21	New	+$497	﹤0.01%	161

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 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

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Delos Wealth Advisors's EPD Position: Q1 2025 in Review

Delos Wealth Advisors sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 27 shares — an estimated $844 sold.

Delos Wealth Advisors first reported a position in EPD in Q2 2021 and held it in 15 quarters. The position peaked at $1K in Q3 2022. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

Delos Wealth Advisors reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
Delos Wealth Advisors sold 27 Enterprise Products Partners shares in Q1 2025, an estimated $844.
Delos Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2021 and held it in 15 quarters.
Delos Wealth Advisors's Enterprise Products Partners position peaked at $1K in Q3 2022.
1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Delos Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.