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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
Q2 		– Sell
-19,280
Closed -$146K – 553
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 $8.26B 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 40.89% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Claro Advisors's IEP Position: Q2 2026 in Review

Claro Advisors sold out of Icahn Enterprises (IEP) in Q2 2026, closing a stake of 19,280 shares — an estimated $146K sold.

Claro Advisors first reported a position in IEP in Q2 2025 and held it in 4 quarters. The position peaked at $146K in Q1 2026. 117 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • Claro Advisors reported no remaining Icahn Enterprises position as of Q2 2026 after selling out during the quarter.
  • Claro Advisors sold 19,280 Icahn Enterprises shares in Q2 2026, an estimated $146K.
  • Claro Advisors first reported a position in Icahn Enterprises in Q2 2025 and held it in 4 quarters.
  • Claro Advisors's Icahn Enterprises position peaked at $146K in Q1 2026.
  • 117 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Claro Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.