Apollon Wealth Management
EPD icon

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

Apollon 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
2026
Q3 		$4.13M Buy
115,971
+4,420
+4% +$169K 0.05% 308
2026
Q2 		$4.1M Sell
111,551
-11,184
-9% -$422K 0.05% 307
2026
Q1 		$4.64M Buy
122,735
+13,755
+13% +$487K 0.08% 231
2025
Q4 		$3.49M Sell
108,980
-3,019
-3% -$95.5K 0.06% 264
2025
Q3 		$3.5M Sell
111,999
-2,490
-2% -$78.6K 0.06% 261
2025
Q2 		$3.55M Sell
114,489
-2,967
-3% -$92.4K 0.07% 245
2025
Q1 		$4.01M Buy
117,456
+4,774
+4% +$159K 0.09% 205
2024
Q4 		$3.53M Buy
112,682
+5,170
+5% +$159K 0.08% 229
2024
Q3 		$3.13M Buy
107,512
+2,255
+2% +$65.9K 0.09% 207
2024
Q2 		$3.05M Sell
105,257
-3,548
-3% -$102K 0.09% 199
2024
Q1 		$3.17M Buy
108,805
+2,210
+2% +$60.7K 0.1% 187
2023
Q4 		$2.81M Buy
106,595
+16,795
+19% +$447K 0.1% 194
2023
Q3 		$2.46M Buy
89,800
+5,749
+7% +$154K 0.12% 157
2023
Q2 		$2.21M Buy
84,051
+5,323
+7% +$139K 0.11% 198
2023
Q1 		$2.04M Buy
78,728
+8,475
+12% +$218K 0.13% 170
2022
Q4 		$1.69M Buy
70,253
+9,854
+16% +$243K 0.12% 181
2022
Q3 		$1.44M Buy
60,399
+32,006
+113% +$826K 0.12% 186
2022
Q2 		$692K Buy
28,393
+700
+3% +$18.4K 0.06% 353
2022
Q1 		$715K Sell
27,693
-126
-0.5% -$3.06K 0.05% 371
2021
Q4 		$611K Buy
+27,819
New +$624K 0.05% 410
2020
Q3 		– Sell
-292
Closed -$5K – 311
2020
Q2 		$5K Buy
+292
New +$5.22K ﹤0.01% 559

Other funds holding EPD

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Tortoise Capital Advisors
Tortoise Capital Advisors Overland Park, Kansas $9.47B AUM 23.61% 1-Year Est. Return
Energy Income Partners
Energy Income Partners Westport, Connecticut $6.26B AUM 9.12% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $41.7B AUM 20.63% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $148B AUM 31.56% 1-Year Est. Return
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors Los Angeles, California $5.47B AUM 13.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Apollon Wealth Management's EPD Position: Q3 2026 in Review

Apollon Wealth Management increased its Enterprise Products Partners (EPD) stake by 4% in Q3 2026, buying an estimated $169K and bringing the position to 115,971 shares worth $4.13M. The position accounts for 0.05% of the portfolio, ranked #308.

Apollon Wealth Management first reported a position in EPD in Q2 2020 and has held it in 21 quarters since. The position peaked at $4.64M in Q1 2026. 1,407 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Apollon Wealth Management held 115,971 shares of Enterprise Products Partners worth $4.13M as of Q3 2026.
  • Apollon Wealth Management bought 4,420 Enterprise Products Partners shares in Q3 2026, an estimated $169K.
  • Enterprise Products Partners made up 0.05% of Apollon Wealth Management's portfolio in Q3 2026, its #308 holding.
  • Apollon Wealth Management first reported a position in Enterprise Products Partners in Q2 2020 and has held it in 21 quarters since.
  • Apollon Wealth Management's Enterprise Products Partners position peaked at $4.64M in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.