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Strategic Investment Solutions’s Enterprise Products Partners EPD Stock Holding History

Strategic Investment 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
Q3 		– Sell
-424
Closed -$13.2K – 619
2025
Q2 		$13.2K Sell
424
-68
-14% -$2.12K ﹤0.01% 325
2025
Q1 		$16.8K Buy
492
+140
+40% +$4.66K ﹤0.01% 310
2024
Q4 		$11K Buy
352
+277
+369% +$8.51K ﹤0.01% 369
2024
Q3 		$2.18K Buy
75
+45
+150% +$1.31K ﹤0.01% 497
2024
Q2 		$866 Buy
+30
New +$860 ﹤0.01% 535

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
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Strategic Investment Solutions's EPD Position: Q3 2025 in Review

Strategic Investment Solutions sold out of Enterprise Products Partners (EPD) in Q3 2025, closing a stake of 424 shares — an estimated $13.2K sold.

Strategic Investment Solutions first reported a position in EPD in Q2 2024 and held it in 5 quarters. The position peaked at $16.8K in Q1 2025. 1,430 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

  • Strategic Investment Solutions reported no remaining Enterprise Products Partners position as of Q3 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 424 Enterprise Products Partners shares in Q3 2025, an estimated $13.2K.
  • Strategic Investment Solutions first reported a position in Enterprise Products Partners in Q2 2024 and held it in 5 quarters.
  • Strategic Investment Solutions's Enterprise Products Partners position peaked at $16.8K in Q1 2025.
  • 1,430 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Strategic Investment Solutions's 13F filing for Q3 2025, filed 3 Dec 2025.