COMPASS FINANCIAL MANAGEMENT LLC’s Icahn Enterprises IEP Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$2.6K	Buy	+360	New	+$2.77K	﹤0.01%	1285

Other funds holding IEP

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

S4W

Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IEP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Icahn Enterprises (IEP) in Q2 2026: 360 shares worth $2.6K. The stake represents ﹤0.01% of the portfolio and ranks #1285 among its holdings.

85 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 360 shares of Icahn Enterprises worth $2.6K as of Q2 2026.
Icahn Enterprises was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Icahn Enterprises made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1285 holding.
85 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.