Ameritas Advisory Services’s Icahn Enterprises IEP Stock Holding History

Ameritas Advisory Services’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
2025 Q4	–	Sell	-170	Closed	-$1.43K	–	1493
2025 Q3	$1.43K	Sell	170 -1,170	-87%	-$10.2K	﹤0.01%	2019
2025 Q2	$10.8K	Buy	+1,340	New	+$11.5K	﹤0.01%	1984
2023 Q2	–	Sell	-4,483	Closed	-$232K	–	1499
2023 Q1	$232K	Sell	4,483 -966	-18%	-$51.1K	0.01%	724
2022 Q4	$276K	Buy	5,449 +1,400	+35%	+$73K	0.01%	738
2022 Q3	$201K	Sell	4,049 -200	-5%	-$10.3K	0.01%	714
2022 Q2	$204K	Sell	4,249 -50	-1%	-$2.6K	0.01%	745
2022 Q1	$223K	Buy	+4,299	New	+$230K	0.01%	764

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Ameritas Advisory Services's IEP Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Icahn Enterprises (IEP) in Q4 2025, closing a stake of 170 shares — an estimated $1.43K sold.

Ameritas Advisory Services first reported a position in IEP in Q1 2022 and held it in 7 quarters. The position peaked at $276K in Q4 2022. 124 funds tracked by Wall St. Rank hold IEP as of Q4 2025.

Ameritas Advisory Services reported no remaining Icahn Enterprises position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 170 Icahn Enterprises shares in Q4 2025, an estimated $1.43K.
Ameritas Advisory Services first reported a position in Icahn Enterprises in Q1 2022 and held it in 7 quarters.
Ameritas Advisory Services's Icahn Enterprises position peaked at $276K in Q4 2022.
124 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.