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USAdvisors Wealth Management’s Enterprise Products Partners EPD Stock Holding History

USAdvisors 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
Q4 		– Sell
-7,543
Closed -$235K – 138
2025
Q3 		$235K Buy
7,543
+184
+3% +$5.8K 0.08% 117
2025
Q2 		$228K Buy
7,359
+29
+0.4% +$903 0.08% 117
2025
Q1 		$250K Buy
+7,330
New +$244K 0.09% 112

Other funds holding EPD

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fayez Sarofim & Co
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Neuberger Berman Group
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

USAdvisors Wealth Management's EPD Position: Q4 2025 in Review

USAdvisors Wealth Management sold out of Enterprise Products Partners (EPD) in Q4 2025, closing a stake of 7,543 shares — an estimated $235K sold.

USAdvisors Wealth Management first reported a position in EPD in Q1 2025 and held it in 3 quarters. The position peaked at $250K in Q1 2025. 1,485 funds tracked by Wall St. Rank hold EPD as of Q4 2025.

  • USAdvisors Wealth Management reported no remaining Enterprise Products Partners position as of Q4 2025 after selling out during the quarter.
  • USAdvisors Wealth Management sold 7,543 Enterprise Products Partners shares in Q4 2025, an estimated $235K.
  • USAdvisors Wealth Management first reported a position in Enterprise Products Partners in Q1 2025 and held it in 3 quarters.
  • USAdvisors Wealth Management's Enterprise Products Partners position peaked at $250K in Q1 2025.
  • 1,485 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q4 2025.

Based on USAdvisors Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.