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Arista Wealth Management’s Icahn Enterprises IEP Stock Holding History

Arista 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
2025
Q4 		– Sell
-20,000
Closed -$168K – 284
2025
Q3 		$168K Hold
20,000
– – 0.02% 262
2025
Q2 		$161K Buy
+20,000
New +$171K 0.02% 238

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Arista Wealth Management's IEP Position: Q4 2025 in Review

Arista Wealth Management sold out of Icahn Enterprises (IEP) in Q4 2025, closing a stake of 20,000 shares — an estimated $168K sold.

Arista Wealth Management first reported a position in IEP in Q2 2025 and held it in 2 quarters. The position peaked at $168K in Q3 2025. 124 funds tracked by Wall St. Rank hold IEP as of Q4 2025.

  • Arista Wealth Management reported no remaining Icahn Enterprises position as of Q4 2025 after selling out during the quarter.
  • Arista Wealth Management sold 20,000 Icahn Enterprises shares in Q4 2025, an estimated $168K.
  • Arista Wealth Management first reported a position in Icahn Enterprises in Q2 2025 and held it in 2 quarters.
  • Arista Wealth Management's Icahn Enterprises position peaked at $168K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2025.

Based on Arista Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.