Cetera Investment Advisers
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Cetera Investment Advisers’s Icahn Enterprises IEP Stock Holding History

Cetera Investment Advisers’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 		$182K Buy
25,237
+1,229
+5% +$9.46K ﹤0.01% 4521
2026
Q1 		$181K Buy
24,008
+2,622
+12% +$20.6K ﹤0.01% 4313
2025
Q4 		$161K Buy
21,386
+1,133
+6% +$9.13K ﹤0.01% 4286
2025
Q3 		$171K Buy
20,253
+968
+5% +$8.47K ﹤0.01% 4191
2025
Q2 		$155K Buy
19,285
+983
+5% +$8.41K ﹤0.01% 3789
2025
Q1 		$166K Sell
18,302
-1,035
-5% -$9.96K ﹤0.01% 3658
2024
Q4 		$168K Sell
19,337
-3,643
-16% -$44.1K ﹤0.01% 3468
2024
Q3 		$311K Buy
22,980
+64
+0.3% +$967 ﹤0.01% 3035
2024
Q2 		$378K Buy
22,916
+2,456
+12% +$41.6K ﹤0.01% 2819
2024
Q1 		$348K Buy
+20,460
New +$376K ﹤0.01% 2908
2023
Q3 		– Sell
-8,390
Closed -$244K – 2249
2023
Q2 		$244K Buy
8,390
+2,989
+55% +$109K ﹤0.01% 1869
2023
Q1 		$279K Buy
+5,401
New +$286K ﹤0.01% 1745
2021
Q4 		– Sell
-4,314
Closed -$215K – 1900
2021
Q3 		$215K Buy
4,314
+212
+5% +$11.7K ﹤0.01% 1618
2021
Q2 		$226K Buy
4,102
+183
+5% +$10.4K ﹤0.01% 1593
2021
Q1 		$211K Buy
+3,919
New +$231K ﹤0.01% 1449

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

Cetera Investment Advisers's IEP Position: Q2 2026 in Review

Cetera Investment Advisers increased its Icahn Enterprises (IEP) stake by 5.1% in Q2 2026, buying an estimated $9.46K and bringing the position to 25,237 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #4521.

Cetera Investment Advisers first reported a position in IEP in Q1 2021 and has held it in 15 quarters since. The position peaked at $378K in Q2 2024. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • Cetera Investment Advisers held 25,237 shares of Icahn Enterprises worth $182K as of Q2 2026.
  • Cetera Investment Advisers bought 1,229 Icahn Enterprises shares in Q2 2026, an estimated $9.46K.
  • Icahn Enterprises made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4521 holding.
  • Cetera Investment Advisers first reported a position in Icahn Enterprises in Q1 2021 and has held it in 15 quarters since.
  • Cetera Investment Advisers's Icahn Enterprises position peaked at $378K in Q2 2024.
  • 116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.