Tyler-Stone Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Tyler-Stone Wealth Management’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	$292K	Sell	9,431 -457	-5%	-$14.2K	0.05%	272
2025 Q1	$338K	Buy	9,888 +238	+2%	+$7.93K	0.06%	235
2024 Q4	$303K	Sell	9,650 -107	-1%	-$3.29K	0.05%	248
2024 Q3	$284K	Buy	9,757 +4,899	+101%	+$143K	0.05%	257
2024 Q2	$141K	Buy	4,858 +20	+0.4%	+$573	0.06%	238
2024 Q1	$141K	Sell	4,838 -192	-4%	-$5.27K	0.06%	232
2023 Q4	$133K	Hold	5,030	–	–	0.07%	224
2023 Q3	$138K	Sell	5,030 -70	-1%	-$1.87K	0.08%	201
2023 Q2	$134K	Buy	+5,100	New	+$133K	0.08%	210
2022 Q4	$116K	Hold	4,830	–	–	0.08%	215
2022 Q3	$115K	Hold	4,830	–	–	0.09%	199
2022 Q2	$118K	Sell	4,830 -120	-2%	-$3.16K	0.08%	211
2022 Q1	$128K	Hold	4,950	–	–	0.07%	228
2021 Q4	$109K	Buy	+4,950	New	+$111K	0.06%	258

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

Tyler-Stone Wealth Management's EPD Position: Q2 2025 in Review

Tyler-Stone Wealth Management reduced its Enterprise Products Partners (EPD) stake by 4.6% in Q2 2025, selling an estimated $14.2K and leaving 9,431 shares worth $292K. The position accounts for 0.05% of the portfolio, ranked #272.

Tyler-Stone Wealth Management first reported a position in EPD in Q4 2021 and has held it in 14 quarters since. The position peaked at $338K in Q1 2025. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

Tyler-Stone Wealth Management held 9,431 shares of Enterprise Products Partners worth $292K as of Q2 2025.
Tyler-Stone Wealth Management sold 457 Enterprise Products Partners shares in Q2 2025, an estimated $14.2K.
Enterprise Products Partners made up 0.05% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #272 holding.
Tyler-Stone Wealth Management first reported a position in Enterprise Products Partners in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Enterprise Products Partners position peaked at $338K in Q1 2025.
1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.