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 Q2	$2.6K	Buy	+360	New	+$2.77K	﹤0.01%	1285

Other funds holding IEP

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

Compass Financial Management's IEP Position: Q2 2026 in Review

Compass Financial Management 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.

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

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

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.