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Carolinas Wealth Consulting’s Icahn Enterprises IEP Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-25
Closed -$210 – 1058
2024
Q4 		$210 Buy
25
+2
+9% +$24 ﹤0.01% 1047
2024
Q3 		$311 Buy
23
+1
+5% +$15 ﹤0.01% 1035
2024
Q2 		$352 Buy
22
+3
+16% +$51 ﹤0.01% 1011
2024
Q1 		$341 Hold
19
– – ﹤0.01% 1007
2023
Q4 		$326 Buy
19
+1
+6% +$17 ﹤0.01% 963
2023
Q3 		$295 Buy
18
+1
+6% +$25 ﹤0.01% 984
2023
Q2 		$495 Buy
17
+2
+13% +$73 ﹤0.01% 991
2023
Q1 		$821 Hold
15
– – ﹤0.01% 924
2022
Q4 		$774 Hold
15
– – ﹤0.01% 942
2022
Q3 		$1K Buy
15
+1
+7% +$52 ﹤0.01% 826
2022
Q2 		$1K Buy
14
+1
+8% +$52 ﹤0.01% 828
2022
Q1 		$1K Hold
13
– – ﹤0.01% 855
2021
Q4 		$1K Hold
13
– – ﹤0.01% 895
2021
Q3 		$1K Buy
13
+1
+8% +$55 ﹤0.01% 868
2021
Q2 		$1K Sell
12
-316
-96% -$18K ﹤0.01% 880
2021
Q1 		$18K Hold
328
– – ﹤0.01% 529
2020
Q4 		$17K Buy
328
+12
+4% +$611 ﹤0.01% 501
2020
Q3 		$16K Buy
316
+13
+4% +$657 0.01% 414
2020
Q2 		$15K Buy
+303
New +$14.9K 0.01% 306

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carolinas Wealth Consulting's IEP Position: Q1 2025 in Review

Carolinas Wealth Consulting sold out of Icahn Enterprises (IEP) in Q1 2025, closing a stake of 25 shares — an estimated $210 sold.

Carolinas Wealth Consulting first reported a position in IEP in Q2 2020 and held it in 19 quarters. The position peaked at $18K in Q1 2021. 110 funds tracked by Wall St. Rank hold IEP as of Q1 2025.

  • Carolinas Wealth Consulting reported no remaining Icahn Enterprises position as of Q1 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 25 Icahn Enterprises shares in Q1 2025, an estimated $210.
  • Carolinas Wealth Consulting first reported a position in Icahn Enterprises in Q2 2020 and held it in 19 quarters.
  • Carolinas Wealth Consulting's Icahn Enterprises position peaked at $18K in Q1 2021.
  • 110 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2025, filed 14 Aug 2025.