Bogart Wealth LLC’s Icahn Enterprises IEP Stock Holding History

Bogart Wealth LLC’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	$2.49K	Buy	345 +42	+14%	+$323	﹤0.01%	1400
2026 Q1	$2.29K	Hold	303	–	–	﹤0.01%	1244
2025 Q4	$2.29K	Buy	303 +18	+6%	+$145	﹤0.01%	1156
2025 Q3	$2.4K	Buy	285 +17	+6%	+$149	﹤0.01%	1123
2025 Q2	$2.16K	Buy	268 +30	+13%	+$257	﹤0.01%	1092
2025 Q1	$2.16K	Hold	238	–	–	﹤0.01%	1053
2024 Q4	$2.07K	Buy	238 +11	+5%	+$133	﹤0.01%	1089
2024 Q3	$3.07K	Buy	227 +16	+8%	+$242	﹤0.01%	913
2024 Q2	$3.47K	Buy	211 +24	+13%	+$407	﹤0.01%	857
2024 Q1	$3.19K	Hold	187	–	–	﹤0.01%	843
2023 Q4	$3.22K	Buy	187 +10	+6%	+$175	﹤0.01%	831
2023 Q3	$3.49K	Buy	177 +9	+5%	+$227	﹤0.01%	797
2023 Q2	$4.89K	Buy	168 +17	+11%	+$619	﹤0.01%	711
2023 Q1	$7.81K	Buy	+151	New	+$7.99K	﹤0.01%	638

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

Bogart Wealth LLC's IEP Position: Q2 2026 in Review

Bogart Wealth LLC increased its Icahn Enterprises (IEP) stake by 14% in Q2 2026, buying an estimated $323 and bringing the position to 345 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1400.

Bogart Wealth LLC first reported a position in IEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.81K in Q1 2023. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

Bogart Wealth LLC held 345 shares of Icahn Enterprises worth $2.49K as of Q2 2026.
Bogart Wealth LLC bought 42 Icahn Enterprises shares in Q2 2026, an estimated $323.
Icahn Enterprises made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1400 holding.
Bogart Wealth LLC first reported a position in Icahn Enterprises in Q1 2023 and has held it in 14 quarters since.
Bogart Wealth LLC's Icahn Enterprises position peaked at $7.81K in Q1 2023.
116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.