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Financial Gravity Companies’s Enterprise Products Partners EPD Stock Holding History

Financial Gravity Companies’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 		$364K Buy
+11,732
New +$365K 0.07% 117
2018
Q1 		$2K Buy
72
+7
+11% +$186 ﹤0.01% 939
2017
Q4 		$2K Buy
+65
New +$1.65K ﹤0.01% 921

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
Neuberger Berman Group
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

Financial Gravity Companies's EPD Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Enterprise Products Partners (EPD) in Q2 2025: 11,732 shares worth $364K. The stake represents 0.07% of the portfolio and ranks #117 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in EPD as recently as Q1 2018.

Financial Gravity Companies first reported a position in EPD in Q4 2017 and has held it in 3 quarters since. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

  • Financial Gravity Companies held 11,732 shares of Enterprise Products Partners worth $364K as of Q2 2025.
  • Enterprise Products Partners was a new Financial Gravity Companies position in Q2 2025.
  • Enterprise Products Partners made up 0.07% of Financial Gravity Companies's portfolio in Q2 2025, its #117 holding.
  • Financial Gravity Companies first reported a position in Enterprise Products Partners in Q4 2017 and has held it in 3 quarters since.
  • 1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.