Sage Mountain Advisors’s Enterprise Products Partners EPD Stock Holding History

Sage Mountain 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	-6,297	Closed	-$215K	–	512
2025 Q1	$215K	Buy	+6,297	New	+$210K	0.02%	362
2024 Q4	–	Sell	-7,297	Closed	-$212K	–	491
2024 Q3	$212K	Sell	7,297 -500	-6%	-$14.6K	0.02%	371
2024 Q2	$226K	Sell	7,797 -19,220	-71%	-$551K	0.02%	313
2024 Q1	$788K	Buy	+27,017	New	+$742K	0.08%	112

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

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

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

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

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

Sage Mountain Advisors's EPD Position: Q2 2025 in Review

Sage Mountain Advisors sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 6,297 shares — an estimated $215K sold.

Sage Mountain Advisors first reported a position in EPD in Q1 2024 and held it in 4 quarters. The position peaked at $788K in Q1 2024. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

Sage Mountain Advisors reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
Sage Mountain Advisors sold 6,297 Enterprise Products Partners shares in Q2 2025, an estimated $215K.
Sage Mountain Advisors first reported a position in Enterprise Products Partners in Q1 2024 and held it in 4 quarters.
Sage Mountain Advisors's Enterprise Products Partners position peaked at $788K in Q1 2024.
1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.