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Axxcess Wealth Management’s Icahn Enterprises IEP Stock Holding History

Axxcess 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
Q3 		– Sell
-66,965
Closed -$539K – 944
2025
Q2 		$539K Buy
66,965
+15,428
+30% +$132K 0.01% 578
2025
Q1 		$467K Hold
51,537
– – 0.01% 574
2024
Q4 		$447K Buy
+51,537
New +$624K 0.01% 571
2023
Q2 		– Sell
-5,990
Closed -$310K – 643
2023
Q1 		$310K Buy
+5,990
New +$317K 0.02% 469

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Axxcess Wealth Management's IEP Position: Q3 2025 in Review

Axxcess Wealth Management sold out of Icahn Enterprises (IEP) in Q3 2025, closing a stake of 66,965 shares — an estimated $539K sold.

Axxcess Wealth Management first reported a position in IEP in Q1 2023 and held it in 4 quarters. The position peaked at $539K in Q2 2025. 114 funds tracked by Wall St. Rank hold IEP as of Q3 2025.

  • Axxcess Wealth Management reported no remaining Icahn Enterprises position as of Q3 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 66,965 Icahn Enterprises shares in Q3 2025, an estimated $539K.
  • Axxcess Wealth Management first reported a position in Icahn Enterprises in Q1 2023 and held it in 4 quarters.
  • Axxcess Wealth Management's Icahn Enterprises position peaked at $539K in Q2 2025.
  • 114 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2025.

Based on Axxcess Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.