Orion Portfolio Solutions’s Enterprise Products Partners EPD Stock Holding History

Orion Portfolio Solutions’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	$498K	Buy	14,579 +725	+5%	+$24.1K	﹤0.01%	1427
2024 Q4	$434K	Buy	13,854 +46	+0.3%	+$1.41K	﹤0.01%	1404
2024 Q3	$402K	Buy	13,808 +2,178	+19%	+$63.6K	﹤0.01%	1412
2024 Q2	$337K	Buy	+11,630	New	+$333K	﹤0.01%	1419
2023 Q4	–	Sell	-10,028	Closed	-$274K	–	1680
2023 Q3	$274K	Sell	10,028 -8,880	-47%	-$238K	﹤0.01%	1416
2023 Q2	$498K	Sell	18,908 -2,191	-10%	-$57.3K	0.01%	1211
2023 Q1	$546K	Buy	21,099 +1,284	+6%	+$33K	0.01%	1109
2022 Q4	$478K	Buy	+19,815	New	+$488K	0.02%	509
2020 Q3	–	Sell	-50	Closed	-$1K	–	899
2020 Q2	$1K	Sell	50 -489	-91%	-$8.74K	﹤0.01%	1955
2020 Q1	$8K	Sell	539 -5,386	-91%	-$125K	﹤0.01%	1143
2019 Q4	$167K	Buy	+5,925	New	+$161K	0.01%	335

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

Orion Portfolio Solutions's EPD Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Enterprise Products Partners (EPD) stake by 5.2% in Q1 2025, buying an estimated $24.1K and bringing the position to 14,579 shares worth $498K. The position accounts for ﹤0.01% of the portfolio, ranked #1427.

Orion Portfolio Solutions first reported a position in EPD in Q4 2019 and has held it in 11 quarters since. The position peaked at $546K in Q1 2023. 1,474 funds tracked by Wall St. Rank hold EPD as of Q1 2025.

Orion Portfolio Solutions held 14,579 shares of Enterprise Products Partners worth $498K as of Q1 2025.
Orion Portfolio Solutions bought 725 Enterprise Products Partners shares in Q1 2025, an estimated $24.1K.
Enterprise Products Partners made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1427 holding.
Orion Portfolio Solutions first reported a position in Enterprise Products Partners in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Enterprise Products Partners position peaked at $546K in Q1 2023.
1,474 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.