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 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 $1.02T 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

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

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 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

Medallion Wealth Advisors's EPD Position: Q1 2026 in Review

Medallion Wealth Advisors held its Enterprise Products Partners (EPD) position steady in Q1 2026 at 5,820 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #235.

Medallion Wealth Advisors first reported a position in EPD in Q4 2024 and has held it in 6 quarters since. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Medallion Wealth Advisors held 5,820 shares of Enterprise Products Partners worth $220K as of Q1 2026.
Medallion Wealth Advisors left its Enterprise Products Partners share count unchanged in Q1 2026.
Enterprise Products Partners made up 0.07% of Medallion Wealth Advisors's portfolio in Q1 2026, its #235 holding.
Medallion Wealth Advisors first reported a position in Enterprise Products Partners in Q4 2024 and has held it in 6 quarters since.
1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.