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Glass Jacobson Investment Advisors’s Enterprise Products Partners EPD Stock Holding History

Glass Jacobson Investment 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
-710
Closed -$22.3K – 643
2025
Q1 		$22.3K Hold
710
– – 0.01% 491
2024
Q4 		$22.3K Hold
710
– – 0.01% 491
2024
Q3 		$20.7K Hold
710
– – 0.01% 488
2024
Q2 		$20.6K Hold
710
– – 0.01% 475
2024
Q1 		$20.7K Hold
710
– – 0.01% 475
2023
Q4 		$18.7K Hold
710
– – 0.01% 451
2023
Q3 		$19.4K Hold
710
– – 0.01% 427
2023
Q2 		$18.7K Buy
+710
New +$18.6K 0.01% 434
2022
Q4 		$103K Buy
+4,261
New +$105K 0.05% 265

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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
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
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Glass Jacobson Investment Advisors's EPD Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 710 shares — an estimated $22.3K sold.

Glass Jacobson Investment Advisors first reported a position in EPD in Q4 2022 and held it in 9 quarters. The position peaked at $103K in Q4 2022. 1,441 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 710 Enterprise Products Partners shares in Q2 2025, an estimated $22.3K.
  • Glass Jacobson Investment Advisors first reported a position in Enterprise Products Partners in Q4 2022 and held it in 9 quarters.
  • Glass Jacobson Investment Advisors's Enterprise Products Partners position peaked at $103K in Q4 2022.
  • 1,441 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.