Medallion Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

Medallion Wealth 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
2026 Q2	$196K	Sell	5,322 -498	-9%	-$18.8K	0.06%	245
2026 Q1	$220K	Hold	5,820	–	–	0.07%	235
2025 Q4	$187K	Buy	5,820 +484	+9%	+$15.3K	0.06%	250
2025 Q3	$167K	Sell	5,336 -1,031	-16%	-$32.5K	0.06%	256
2025 Q2	$198K	Buy	6,367 +44	+0.7%	+$1.37K	0.08%	230
2025 Q1	$216K	Buy	6,323 +1,529	+32%	+$50.9K	0.1%	193
2024 Q4	$152K	Buy	+4,794	New	+$147K	0.08%	223

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return

EIP

Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Medallion Wealth Advisors's EPD Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Enterprise Products Partners (EPD) stake by 8.6% in Q2 2026, selling an estimated $18.8K and leaving 5,322 shares worth $196K. The position accounts for 0.06% of the portfolio, ranked #245.

Medallion Wealth Advisors first reported a position in EPD in Q4 2024 and has held it in 7 quarters since. The position peaked at $220K in Q1 2026. 1,591 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Medallion Wealth Advisors held 5,322 shares of Enterprise Products Partners worth $196K as of Q2 2026.
Medallion Wealth Advisors sold 498 Enterprise Products Partners shares in Q2 2026, an estimated $18.8K.
Enterprise Products Partners made up 0.06% of Medallion Wealth Advisors's portfolio in Q2 2026, its #245 holding.
Medallion Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Enterprise Products Partners position peaked at $220K in Q1 2026.
1,591 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.