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Claro Advisors’s Icahn Enterprises IEP Stock Holding History

Claro Advisors’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 		$146K Buy
19,280
+2,250
+13% +$17.6K 0.02% 500
2025
Q4 		$129K Hold
17,030
– – 0.02% 414
2025
Q3 		$143K Buy
17,030
+6,500
+62% +$56.9K 0.02% 396
2025
Q2 		$84.7K Buy
+10,530
New +$90.1K 0.01% 372

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 $893B 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 $200M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Claro Advisors's IEP Position: Q1 2026 in Review

Claro Advisors increased its Icahn Enterprises (IEP) stake by 13% in Q1 2026, buying an estimated $17.6K and bringing the position to 19,280 shares worth $146K. The position accounts for 0.02% of the portfolio, ranked #500.

Claro Advisors first reported a position in IEP in Q2 2025 and has held it in 4 quarters since. 111 funds tracked by Wall St. Rank hold IEP as of Q1 2026.

  • Claro Advisors held 19,280 shares of Icahn Enterprises worth $146K as of Q1 2026.
  • Claro Advisors bought 2,250 Icahn Enterprises shares in Q1 2026, an estimated $17.6K.
  • Icahn Enterprises made up 0.02% of Claro Advisors's portfolio in Q1 2026, its #500 holding.
  • Claro Advisors first reported a position in Icahn Enterprises in Q2 2025 and has held it in 4 quarters since.
  • 111 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.