Mosaic Financial Group’s Enterprise Products Partners EPD Stock Holding History

Mosaic Financial 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 Q1	–	Sell	-7,290	Closed	-$229K	–	119
2024 Q4	$229K	Hold	7,290	–	–	0.16%	105
2024 Q3	$212K	Buy	+7,290	New	+$213K	0.15%	118

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

Mosaic Financial Group's EPD Position: Q1 2025 in Review

Mosaic Financial Group sold out of Enterprise Products Partners (EPD) in Q1 2025, closing a stake of 7,290 shares — an estimated $229K sold.

Mosaic Financial Group first reported a position in EPD in Q3 2024 and held it in 2 quarters. The position peaked at $229K in Q4 2024. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

Mosaic Financial Group reported no remaining Enterprise Products Partners position as of Q1 2025 after selling out during the quarter.
Mosaic Financial Group sold 7,290 Enterprise Products Partners shares in Q1 2025, an estimated $229K.
Mosaic Financial Group first reported a position in Enterprise Products Partners in Q3 2024 and held it in 2 quarters.
Mosaic Financial Group's Enterprise Products Partners position peaked at $229K in Q4 2024.
1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Mosaic Financial Group's 13F filing for Q1 2025, filed 14 May 2025.