Clearstead Advisors’s Icahn Enterprises IEP Stock Holding History

Clearstead 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
2025 Q2	–	Sell	-7	Closed	-$63	–	2805
2025 Q1	$63	Hold	7	–	–	﹤0.01%	2156
2024 Q4	$61	Hold	7	–	–	﹤0.01%	2059
2024 Q3	$90	Buy	7 +1	+17%	+$15	﹤0.01%	1999
2024 Q2	$101	Hold	6	–	–	﹤0.01%	1986
2024 Q1	$106	Sell	6 -94	-94%	-$1.73K	﹤0.01%	1501
2023 Q4	$1.72K	Sell	100 -3,782	-97%	-$66.2K	﹤0.01%	1309
2023 Q3	$76.8K	Buy	3,882 +1,941	+100%	+$49K	﹤0.01%	798
2023 Q2	$56.3K	Hold	1,941	–	–	﹤0.01%	710
2023 Q1	$100K	Hold	1,941	–	–	0.01%	509
2022 Q4	$98.3K	Hold	1,941	–	–	0.01%	499
2022 Q3	$96K	Buy	1,941 +1,200	+162%	+$61.9K	0.01%	483
2022 Q2	$36K	Hold	741	–	–	﹤0.01%	689
2022 Q1	$38K	Hold	741	–	–	﹤0.01%	731
2021 Q4	$37K	Hold	741	–	–	﹤0.01%	708
2021 Q3	$37K	Hold	741	–	–	﹤0.01%	659
2021 Q2	$41K	Hold	741	–	–	﹤0.01%	591
2021 Q1	$40K	Buy	741 +375	+102%	+$22.1K	﹤0.01%	575
2020 Q4	$19K	Hold	366	–	–	﹤0.01%	640
2020 Q3	$18K	Hold	366	–	–	﹤0.01%	598
2020 Q2	$18K	Buy	+366	New	+$18K	﹤0.01%	536

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clearstead Advisors's IEP Position: Q2 2025 in Review

Clearstead Advisors sold out of Icahn Enterprises (IEP) in Q2 2025, closing a stake of 7 shares — an estimated $63 sold.

Clearstead Advisors first reported a position in IEP in Q2 2020 and held it in 20 quarters. The position peaked at $100K in Q1 2023. 115 funds tracked by Wall St. Rank hold IEP as of Q2 2025.

Clearstead Advisors reported no remaining Icahn Enterprises position as of Q2 2025 after selling out during the quarter.
Clearstead Advisors sold 7 Icahn Enterprises shares in Q2 2025, an estimated $63.
Clearstead Advisors first reported a position in Icahn Enterprises in Q2 2020 and held it in 20 quarters.
Clearstead Advisors's Icahn Enterprises position peaked at $100K in Q1 2023.
115 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2025.

Based on Clearstead Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.