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Vision Financial Markets’s Enterprise Products Partners EPD Stock Holding History

Vision Financial Markets’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
-136
Closed -$4.22K – 436
2025
Q2 		$4.22K Hold
136
– – ﹤0.01% 293
2025
Q1 		$4.64K Hold
136
– – 0.01% 267
2024
Q4 		$4.26K Buy
+136
New +$4.18K ﹤0.01% 214

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fayez Sarofim & Co
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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
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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

Vision Financial Markets's EPD Position: Q3 2025 in Review

Vision Financial Markets sold out of Enterprise Products Partners (EPD) in Q3 2025, closing a stake of 136 shares — an estimated $4.22K sold.

Vision Financial Markets first reported a position in EPD in Q4 2024 and held it in 3 quarters. The position peaked at $4.64K in Q1 2025. 1,430 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

  • Vision Financial Markets reported no remaining Enterprise Products Partners position as of Q3 2025 after selling out during the quarter.
  • Vision Financial Markets sold 136 Enterprise Products Partners shares in Q3 2025, an estimated $4.22K.
  • Vision Financial Markets first reported a position in Enterprise Products Partners in Q4 2024 and held it in 3 quarters.
  • Vision Financial Markets's Enterprise Products Partners position peaked at $4.64K in Q1 2025.
  • 1,430 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Vision Financial Markets's 13F filing for Q3 2025, filed 6 Nov 2025.