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Aventura Private Wealth’s Icahn Enterprises IEP Stock Holding History

Aventura Private Wealth’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 		$18.8K Hold
2,601
– – 0.01% 490
2026
Q1 		$19.6K Sell
2,601
-1
-0% -$8 0.01% 451
2025
Q4 		$19.6K Hold
2,602
– – 0.01% 414
2025
Q3 		$21.9K Hold
2,602
– – 0.01% 389
2025
Q2 		$20.9K Buy
2,602
+92
+4% +$787 0.01% 372
2025
Q1 		$22.7K Hold
2,510
– – 0.01% 340
2024
Q4 		$21.8K Buy
+2,510
New +$30.4K 0.01% 346

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
SAM
Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 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

Aventura Private Wealth's IEP Position: Q2 2026 in Review

Aventura Private Wealth held its Icahn Enterprises (IEP) position steady in Q2 2026 at 2,601 shares worth $18.8K. The position accounts for 0.01% of the portfolio, ranked #490.

Aventura Private Wealth first reported a position in IEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.7K in Q1 2025. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • Aventura Private Wealth held 2,601 shares of Icahn Enterprises worth $18.8K as of Q2 2026.
  • Aventura Private Wealth left its Icahn Enterprises share count unchanged in Q2 2026.
  • Icahn Enterprises made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #490 holding.
  • Aventura Private Wealth first reported a position in Icahn Enterprises in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Icahn Enterprises position peaked at $22.7K in Q1 2025.
  • 116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.