Ancora Advisors’s Icahn Enterprises IEP Stock Holding History

Ancora Advisors’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 Q2	$72.8K	Hold	10,100	–	–	﹤0.01%	972
2026 Q1	$76.3K	Buy	10,100 +2,300	+29%	+$18K	﹤0.01%	993
2025 Q4	$58.9K	Buy	+7,800	New	+$62.9K	﹤0.01%	1092
2015 Q4	–	Sell	-9,350	Closed	-$627K	–	503
2015 Q3	$627K	Sell	9,350 -200	-2%	-$15.1K	0.08%	276
2015 Q2	$828K	Buy	+9,550	New	+$861K	0.1%	253
2015 Q1	–	Sell	-9,776	Closed	-$923K	–	232
2014 Q4	$904K	Sell	9,776 -300	-3%	-$30.3K	0.11%	221
2014 Q3	$1.07M	Hold	10,076	–	–	0.14%	192
2014 Q2	$1M	Buy	10,076 +4,550	+82%	+$456K	0.13%	197
2014 Q1	$568K	Buy	5,526 +3,526	+176%	+$388K	0.08%	270
2013 Q4	$219K	Buy	+2,000	New	+$217K	0.03%	370

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

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

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

SAM

Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return

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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 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

Ancora Advisors's IEP Position: Q2 2026 in Review

Ancora Advisors held its Icahn Enterprises (IEP) position steady in Q2 2026 at 10,100 shares worth $72.8K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

Ancora Advisors first reported a position in IEP in Q4 2013 and has held it in 10 quarters since. The position peaked at $1.07M in Q3 2014. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

Ancora Advisors held 10,100 shares of Icahn Enterprises worth $72.8K as of Q2 2026.
Ancora Advisors left its Icahn Enterprises share count unchanged in Q2 2026.
Icahn Enterprises made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #972 holding.
Ancora Advisors first reported a position in Icahn Enterprises in Q4 2013 and has held it in 10 quarters since.
Ancora Advisors's Icahn Enterprises position peaked at $1.07M in Q3 2014.
116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.