Cedar Wealth Management’s Icahn Enterprises IEP Stock Holding History

Cedar 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	-420	Closed	-$3.38K	–	248
2025 Q2	$3.38K	Hold	420	–	–	﹤0.01%	204
2025 Q1	$3.81K	Hold	420	–	–	﹤0.01%	162
2024 Q4	$3.64K	Hold	420	–	–	﹤0.01%	162
2024 Q3	$5.68K	Hold	420	–	–	﹤0.01%	229
2024 Q2	$6.92K	Hold	420	–	–	﹤0.01%	248
2024 Q1	$7.14K	Hold	420	–	–	﹤0.01%	271
2023 Q4	$7.22K	Hold	420	–	–	﹤0.01%	233
2023 Q3	$8.31K	Hold	420	–	–	﹤0.01%	234
2023 Q2	$12.2K	Sell	420 -215	-34%	-$7.83K	﹤0.01%	229
2023 Q1	$32.8K	Hold	635	–	–	0.01%	182
2022 Q4	$32.2K	Hold	635	–	–	0.02%	168
2022 Q3	$32K	Hold	635	–	–	0.02%	189
2022 Q2	$31K	Sell	635 -25	-4%	-$1.3K	0.01%	195
2022 Q1	$34K	Hold	660	–	–	0.01%	210
2021 Q4	$33K	Buy	+660	New	+$35.1K	0.01%	210

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Cedar Wealth Management sold out of Icahn Enterprises (IEP) in Q3 2025, closing a stake of 420 shares — an estimated $3.38K sold.

Cedar Wealth Management first reported a position in IEP in Q4 2021 and held it in 15 quarters. The position peaked at $34K in Q1 2022. 114 funds tracked by Wall St. Rank hold IEP as of Q3 2025.

Cedar Wealth Management reported no remaining Icahn Enterprises position as of Q3 2025 after selling out during the quarter.
Cedar Wealth Management sold 420 Icahn Enterprises shares in Q3 2025, an estimated $3.38K.
Cedar Wealth Management first reported a position in Icahn Enterprises in Q4 2021 and held it in 15 quarters.
Cedar Wealth Management's Icahn Enterprises position peaked at $34K in Q1 2022.
114 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2025.

Based on Cedar Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.