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Activest Wealth Management’s Icahn Enterprises IEP Stock Holding History

Activest Wealth Management’s Portfolio IEP Stock Details IEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Hold
0
– – – 1233
2025
Q3 		– Hold
0
– – – 1145
2025
Q2 		– Hold
0
– – – 1048
2025
Q1 		– Hold
0
– – – 1048
2024
Q4 		– Hold
0
– – – 896
2024
Q3 		– Hold
0
– – – 570
2024
Q2 		– Hold
0
– – – 523
2024
Q1 		– Hold
0
– – – 372
2023
Q4 		– Sell
-2
Closed -$35 – 321
2023
Q3 		$38 Sell
2
-37
-95% -$935 ﹤0.01% 338
2023
Q2 		$2.09K Buy
+39
New +$1.42K ﹤0.01% 259

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Activest Wealth Management's IEP Position: Q1 2026 in Review

Activest Wealth Management held its Icahn Enterprises (IEP) position steady in Q1 2026 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Activest Wealth Management first reported a position in IEP in Q2 2023 and has held it in 2 quarters since. The position peaked at $2.09K in Q2 2023. 112 funds tracked by Wall St. Rank hold IEP as of Q1 2026.

  • Activest Wealth Management held 0 shares of Icahn Enterprises worth $1 as of Q1 2026.
  • Activest Wealth Management left its Icahn Enterprises share count unchanged in Q1 2026.
  • Icahn Enterprises made up ﹤0.01% of Activest Wealth Management's portfolio in Q1 2026, its #1233 holding.
  • Activest Wealth Management first reported a position in Icahn Enterprises in Q2 2023 and has held it in 2 quarters since.
  • Activest Wealth Management's Icahn Enterprises position peaked at $2.09K in Q2 2023.
  • 112 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2026.

Based on Activest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.