Cetera Investment Advisers
IEP icon

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
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 $8.55B 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Soviero Asset Management New York $178M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return