Apexium Financial’s Enterprise Products Partners EPD Stock Holding History

Apexium Financial’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	$242K	Buy	7,744 +32	+0.4%	+$1.01K	0.01%	261
2025 Q2	$239K	Sell	7,712 -1,674	-18%	-$52.2K	0.01%	251
2025 Q1	$320K	Buy	9,386 +1,636	+21%	+$54.5K	0.02%	217
2024 Q4	$243K	Buy	7,750 +37	+0.5%	+$1.14K	0.01%	232
2024 Q3	$225K	Buy	+7,713	New	+$225K	0.01%	216

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.22B AUM 18.97% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Apexium Financial's EPD Position: Q3 2025 in Review

Apexium Financial increased its Enterprise Products Partners (EPD) stake by 0.41% in Q3 2025, buying an estimated $1.01K and bringing the position to 7,744 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #261.

Apexium Financial first reported a position in EPD in Q3 2024 and has held it in 5 quarters since. The position peaked at $320K in Q1 2025. 1,427 funds tracked by Wall St. Rank hold EPD as of Q3 2025.

Apexium Financial held 7,744 shares of Enterprise Products Partners worth $242K as of Q3 2025.
Apexium Financial bought 32 Enterprise Products Partners shares in Q3 2025, an estimated $1.01K.
Enterprise Products Partners made up 0.01% of Apexium Financial's portfolio in Q3 2025, its #261 holding.
Apexium Financial first reported a position in Enterprise Products Partners in Q3 2024 and has held it in 5 quarters since.
Apexium Financial's Enterprise Products Partners position peaked at $320K in Q1 2025.
1,427 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.