Merrion Investment Management’s Enterprise Products Partners EPD Stock Holding History

Merrion Investment 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 Q2	$835K	Hold	22,714	–	–	0.4%	53
2026 Q1	$859K	Hold	22,714	–	–	0.46%	52
2025 Q4	$728K	Hold	22,714	–	–	0.39%	53
2025 Q3	$710K	Hold	22,714	–	–	0.41%	50
2025 Q2	$704K	Sell	22,714 -1,311	-5%	-$40.8K	0.46%	47
2025 Q1	$820K	Hold	24,025	–	–	0.59%	42
2024 Q4	$753K	Hold	24,025	–	–	0.52%	44
2024 Q3	$699K	Hold	24,025	–	–	0.46%	49
2024 Q2	$696K	Buy	24,025 +85	+0.4%	+$2.44K	0.48%	47
2024 Q1	$699K	Hold	23,940	–	–	0.5%	46
2023 Q4	$631K	Hold	23,940	–	–	0.5%	41
2023 Q3	$655K	Sell	23,940 -200	-0.8%	-$5.35K	0.57%	34
2023 Q2	$636K	Hold	24,140	–	–	0.54%	36
2023 Q1	$625K	Hold	24,140	–	–	0.6%	32
2022 Q4	$582K	Hold	24,140	–	–	0.54%	43
2022 Q3	$574K	Hold	24,140	–	–	0.57%	39
2022 Q2	$588K	Hold	24,140	–	–	0.57%	39
2022 Q1	$623K	Hold	24,140	–	–	0.46%	44
2021 Q4	$530K	Hold	24,140	–	–	0.39%	51
2021 Q3	$522K	Buy	24,140 +260	+1%	+$5.91K	0.4%	48
2021 Q2	$576K	Hold	23,880	–	–	0.44%	47
2021 Q1	$525K	Hold	23,880	–	–	0.44%	51
2020 Q4	$468K	Buy	+23,880	New	+$445K	0.4%	52

Other funds holding EPD

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Merrion Investment Management's EPD Position: Q2 2026 in Review

Merrion Investment Management held its Enterprise Products Partners (EPD) position steady in Q2 2026 at 22,714 shares worth $835K. The position accounts for 0.4% of the portfolio, ranked #53.

Merrion Investment Management first reported a position in EPD in Q4 2020 and has held it in 23 quarters since. The position peaked at $859K in Q1 2026. 527 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

Merrion Investment Management held 22,714 shares of Enterprise Products Partners worth $835K as of Q2 2026.
Merrion Investment Management left its Enterprise Products Partners share count unchanged in Q2 2026.
Enterprise Products Partners made up 0.4% of Merrion Investment Management's portfolio in Q2 2026, its #53 holding.
Merrion Investment Management first reported a position in Enterprise Products Partners in Q4 2020 and has held it in 23 quarters since.
Merrion Investment Management's Enterprise Products Partners position peaked at $859K in Q1 2026.
527 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.