AWM
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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
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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return

Apollon Wealth Management's EPD Position: Q1 2026 in Review

Apollon Wealth Management increased its Enterprise Products Partners (EPD) stake by 13% in Q1 2026, buying an estimated $487K and bringing the position to 122,735 shares worth $4.64M. The position accounts for 0.08% of the portfolio, ranked #231.

Apollon Wealth Management first reported a position in EPD in Q2 2020 and has held it in 19 quarters since. 1,607 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

  • Apollon Wealth Management held 122,735 shares of Enterprise Products Partners worth $4.64M as of Q1 2026.
  • Apollon Wealth Management bought 13,755 Enterprise Products Partners shares in Q1 2026, an estimated $487K.
  • Enterprise Products Partners made up 0.08% of Apollon Wealth Management's portfolio in Q1 2026, its #231 holding.
  • Apollon Wealth Management first reported a position in Enterprise Products Partners in Q2 2020 and has held it in 19 quarters since.
  • 1,607 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.