Sage Advisors’s Enterprise Products Partners EPD Stock Holding History

Sage 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 Q4	$564K	Sell	17,583 -5,883	-25%	-$186K	0.37%	35
2025 Q3	$734K	Sell	23,466 -167,045	-88%	-$5.27M	0.53%	22
2025 Q2	$5.91M	Buy	190,511 +308	+0.2%	+$9.6K	4.22%	5
2025 Q1	$6.49M	Buy	190,203 +3,973	+2%	+$132K	4.57%	6
2024 Q4	$5.84M	Buy	186,230 +3,553	+2%	+$109K	4.36%	7
2024 Q3	$5.32M	Buy	182,677 +177	+0.1%	+$5.17K	4.19%	6
2024 Q2	$5.29M	Buy	182,500 +65	+0%	+$1.86K	4.3%	6
2024 Q1	$5.32M	Buy	182,435 +7,323	+4%	+$201K	4.74%	6
2023 Q4	$4.61M	Buy	+175,112	New	+$4.67M	4.58%	6

Other funds holding EPD

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

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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

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

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

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Sage Advisors's EPD Position: Q4 2025 in Review

Sage Advisors reduced its Enterprise Products Partners (EPD) stake by 25% in Q4 2025, selling an estimated $186K and leaving 17,583 shares worth $564K. The position accounts for 0.37% of the portfolio, ranked #35.

Sage Advisors first reported a position in EPD in Q4 2023 and has held it in 9 quarters since. The position peaked at $6.49M in Q1 2025. 1,484 funds tracked by Wall St. Rank hold EPD as of Q4 2025.

Sage Advisors held 17,583 shares of Enterprise Products Partners worth $564K as of Q4 2025.
Sage Advisors sold 5,883 Enterprise Products Partners shares in Q4 2025, an estimated $186K.
Enterprise Products Partners made up 0.37% of Sage Advisors's portfolio in Q4 2025, its #35 holding.
Sage Advisors first reported a position in Enterprise Products Partners in Q4 2023 and has held it in 9 quarters since.
Sage Advisors's Enterprise Products Partners position peaked at $6.49M in Q1 2025.
1,484 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2025.

Based on Sage Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.