Perissos Private Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Perissos Private 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	$790K	Sell	20,864 -2,740	-12%	-$97K	0.69%	36
2025 Q4	$757K	Sell	23,604 -994	-4%	-$31.4K	0.65%	38
2025 Q3	$769K	Sell	24,598 -5,850	-19%	-$185K	0.56%	42
2025 Q2	$944K	Sell	30,448 -5,513	-15%	-$172K	0.75%	38
2025 Q1	$1.23M	Hold	35,961	–	–	1.12%	32
2024 Q4	$1.13M	Buy	35,961 +500	+1%	+$15.4K	0.84%	42
2024 Q3	$1.03M	Buy	35,461 +500	+1%	+$14.6K	0.83%	39
2024 Q2	$1.01M	Sell	34,961 -1,234	-3%	-$35.4K	0.91%	34
2024 Q1	$1.06M	Buy	+36,195	New	+$994K	0.96%	35

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

Perissos Private Wealth Management's EPD Position: Q1 2026 in Review

Perissos Private Wealth Management reduced its Enterprise Products Partners (EPD) stake by 12% in Q1 2026, selling an estimated $97K and leaving 20,864 shares worth $790K. The position accounts for 0.69% of the portfolio, ranked #36.

Perissos Private Wealth Management first reported a position in EPD in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q1 2025. 1,609 funds tracked by Wall St. Rank hold EPD as of Q1 2026.

Perissos Private Wealth Management held 20,864 shares of Enterprise Products Partners worth $790K as of Q1 2026.
Perissos Private Wealth Management sold 2,740 Enterprise Products Partners shares in Q1 2026, an estimated $97K.
Enterprise Products Partners made up 0.69% of Perissos Private Wealth Management's portfolio in Q1 2026, its #36 holding.
Perissos Private Wealth Management first reported a position in Enterprise Products Partners in Q1 2024 and has held it in 9 quarters since.
Perissos Private Wealth Management's Enterprise Products Partners position peaked at $1.23M in Q1 2025.
1,609 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.