Compass Financial Management
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Compass Financial Management’s Icahn Enterprises IEP Stock Holding History

Compass Financial Management’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
Q3 		$2.6K Buy
386
+26
+7% +$188 ﹤0.01% 1418
2026
Q2 		$2.6K Buy
+360
New +$2.77K ﹤0.01% 1285

Other funds holding IEP

First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $73.3B AUM 63.67% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
MGO One Seven
MGO One Seven Beachwood, Ohio $6.08B AUM 21.44% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Compass Financial Management's IEP Position: Q3 2026 in Review

Compass Financial Management increased its Icahn Enterprises (IEP) stake by 7.2% in Q3 2026, buying an estimated $188 and bringing the position to 386 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Compass Financial Management first reported a position in IEP in Q2 2026 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold IEP as of Q3 2026.

  • Compass Financial Management held 386 shares of Icahn Enterprises worth $2.6K as of Q3 2026.
  • Compass Financial Management bought 26 Icahn Enterprises shares in Q3 2026, an estimated $188.
  • Icahn Enterprises made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1418 holding.
  • Compass Financial Management first reported a position in Icahn Enterprises in Q2 2026 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.