Corient Private Wealth
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Corient Private Wealth’s Icahn Enterprises IEP Stock Holding History

Corient Private Wealth’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
Q4 		– Sell
-39,226
Closed -$330K – 2768
2025
Q3 		$330K Buy
39,226
+15,945
+68% +$140K ﹤0.01% 2068
2025
Q2 		$187K Sell
23,281
-327
-1% -$2.8K ﹤0.01% 2251
2025
Q1 		$214K Buy
23,608
+1,418
+6% +$13.7K ﹤0.01% 2037
2024
Q4 		$192K Sell
22,190
-57,006
-72% -$690K ﹤0.01% 2131
2024
Q3 		$1.07M Buy
79,196
+67,975
+606% +$1.03M ﹤0.01% 1370
2024
Q2 		$185K Buy
+11,221
New +$190K ﹤0.01% 2134
2023
Q2 		– Sell
-8,940
Closed -$462K – 2118
2023
Q1 		$462K Hold
8,940
– – ﹤0.01% 1420
2022
Q4 		$453K Buy
+8,940
New +$466K ﹤0.01% 1175

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return

Corient Private Wealth's IEP Position: Q4 2025 in Review

Corient Private Wealth sold out of Icahn Enterprises (IEP) in Q4 2025, closing a stake of 39,226 shares — an estimated $330K sold.

Corient Private Wealth first reported a position in IEP in Q4 2022 and held it in 8 quarters. The position peaked at $1.07M in Q3 2024. 123 funds tracked by Wall St. Rank hold IEP as of Q4 2025.

  • Corient Private Wealth reported no remaining Icahn Enterprises position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 39,226 Icahn Enterprises shares in Q4 2025, an estimated $330K.
  • Corient Private Wealth first reported a position in Icahn Enterprises in Q4 2022 and held it in 8 quarters.
  • Corient Private Wealth's Icahn Enterprises position peaked at $1.07M in Q3 2024.
  • 123 funds tracked by Wall St. Rank held Icahn Enterprises as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.