West Paces Advisors’s Enterprise Products Partners EPD Stock Holding History

West Paces 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	-2,900	Closed	-$99K	–	325
2025 Q1	$99K	Hold	2,900	–	–	0.02%	187
2024 Q4	$90.9K	Hold	2,900	–	–	0.02%	194
2024 Q3	$84.4K	Hold	2,900	–	–	0.02%	202
2024 Q2	$84K	Hold	2,900	–	–	0.02%	184
2024 Q1	$84.6K	Sell	2,900 -1,000	-26%	-$27.5K	0.02%	191
2023 Q4	$103K	Hold	3,900	–	–	0.03%	171
2023 Q3	$107K	Hold	3,900	–	–	0.03%	163
2023 Q2	$103K	Hold	3,900	–	–	0.03%	169
2023 Q1	$101K	Hold	3,900	–	–	0.03%	173
2022 Q4	$94.1K	Hold	3,900	–	–	0.03%	173
2022 Q3	$92.7K	Hold	3,900	–	–	0.03%	169
2022 Q2	$95K	Hold	3,900	–	–	0.03%	169
2022 Q1	$101K	Hold	3,900	–	–	0.03%	177
2021 Q4	$85.6K	Sell	3,900 -635	-14%	-$14.2K	0.03%	189
2021 Q3	$98.1K	Buy	+4,535	New	+$103K	0.03%	159

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

West Paces Advisors's EPD Position: Q2 2025 in Review

West Paces Advisors sold out of Enterprise Products Partners (EPD) in Q2 2025, closing a stake of 2,900 shares — an estimated $99K sold.

West Paces Advisors first reported a position in EPD in Q3 2021 and held it in 15 quarters. The position peaked at $107K in Q3 2023. 1,439 funds tracked by Wall St. Rank hold EPD as of Q2 2025.

West Paces Advisors reported no remaining Enterprise Products Partners position as of Q2 2025 after selling out during the quarter.
West Paces Advisors sold 2,900 Enterprise Products Partners shares in Q2 2025, an estimated $99K.
West Paces Advisors first reported a position in Enterprise Products Partners in Q3 2021 and held it in 15 quarters.
West Paces Advisors's Enterprise Products Partners position peaked at $107K in Q3 2023.
1,439 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2025.

Based on West Paces Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.