Concurrent Investment Advisors’s Icahn Enterprises IEP Stock Holding History

Concurrent Investment 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 Q3	$67.8K	Buy	+10,048	New	+$72.5K	﹤0.01%	2311

Other funds holding IEP

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

PCMC

Paragon Capital Management (Colorado) Denver, Colorado $544M AUM 28.41% 1-Year Est. Return

LWM

Lodestone Wealth Management Spokane, Washington $297M AUM 25.27% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Concurrent Investment Advisors's IEP Position: Q3 2026 in Review

Concurrent Investment Advisors opened a new position in Icahn Enterprises (IEP) in Q3 2026: 10,048 shares worth $67.8K. The stake represents ﹤0.01% of the portfolio and ranks #2311 among its holdings.

16 funds tracked by Wall St. Rank hold IEP as of Q3 2026.

Concurrent Investment Advisors held 10,048 shares of Icahn Enterprises worth $67.8K as of Q3 2026.
Icahn Enterprises was a new Concurrent Investment Advisors position in Q3 2026.
Icahn Enterprises made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q3 2026, its #2311 holding.
16 funds tracked by Wall St. Rank held Icahn Enterprises as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.