Creative Planning
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Creative Planning’s Icahn Enterprises IEP Stock Holding History

Creative Planning’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
Q1 		– Sell
-18,948
Closed -$164K – 3591
2024
Q4 		$164K Sell
18,948
-11,612
-38% -$141K ﹤0.01% 3035
2024
Q3 		$413K Sell
30,560
-77,812
-72% -$1.18M ﹤0.01% 2269
2024
Q2 		$1.79M Buy
108,372
+14,805
+16% +$251K ﹤0.01% 1051
2024
Q1 		$1.59M Sell
93,567
-1,178
-1% -$21.6K ﹤0.01% 1070
2023
Q4 		$1.63M Buy
94,745
+44,413
+88% +$777K ﹤0.01% 997
2023
Q3 		$996K Sell
50,332
-20,832
-29% -$526K ﹤0.01% 1160
2023
Q2 		$2.07M Buy
71,164
+56,043
+371% +$2.04M ﹤0.01% 797
2023
Q1 		$782K Buy
15,121
+2,469
+20% +$131K ﹤0.01% 1203
2022
Q4 		$641K Buy
12,652
+291
+2% +$15.2K ﹤0.01% 1288
2022
Q3 		$614K Sell
12,361
-5,599
-31% -$289K ﹤0.01% 1201
2022
Q2 		$864K Hold
17,960
– – ﹤0.01% 1030
2022
Q1 		$933K Buy
17,960
+3,481
+24% +$187K ﹤0.01% 1016
2021
Q4 		$718K Buy
14,479
+4,245
+41% +$226K ﹤0.01% 1111
2021
Q3 		$511K Buy
10,234
+3,487
+52% +$193K ﹤0.01% 1274
2021
Q2 		$371K Buy
6,747
+8
+0.1% +$455 ﹤0.01% 1442
2021
Q1 		$362K Buy
6,739
+467
+7% +$27.5K ﹤0.01% 1666
2020
Q4 		$318K Sell
6,272
-6,334
-50% -$323K ﹤0.01% 1588
2020
Q3 		$622K Buy
12,606
+246
+2% +$12.4K ﹤0.01% 1017
2020
Q2 		$599K Sell
12,360
-1,577
-11% -$77.5K ﹤0.01% 950
2020
Q1 		$675K Sell
13,937
-466
-3% -$28.2K ﹤0.01% 809
2019
Q4 		$886K Sell
14,403
-1,114
-7% -$72.1K ﹤0.01% 844
2019
Q3 		$996K Sell
15,517
-2,824
-15% -$201K ﹤0.01% 763
2019
Q2 		$1.33M Sell
18,341
-239
-1% -$17.3K ﹤0.01% 648
2019
Q1 		$1.35M Buy
18,580
+600
+3% +$41.9K ﹤0.01% 615
2018
Q4 		$1.03M Sell
17,980
-500
-3% -$33.2K ﹤0.01% 656
2018
Q3 		$1.31M Sell
18,480
-2,107
-10% -$156K ﹤0.01% 646
2018
Q2 		$1.46M Sell
20,587
-1,276
-6% -$85.9K 0.01% 561
2018
Q1 		$1.25M Sell
21,863
-12,472
-36% -$712K 0.01% 621
2017
Q4 		$1.82M Buy
34,335
+451
+1% +$24.5K 0.01% 489
2017
Q3 		$1.86M Sell
33,884
-628
-2% -$33K 0.01% 487
2017
Q2 		$1.78M Buy
34,512
+9,916
+40% +$496K 0.01% 478
2017
Q1 		$1.26M Buy
24,596
+2,538
+12% +$143K 0.01% 586
2016
Q4 		$1.32M Sell
22,058
-2,698
-11% -$145K 0.01% 524
2016
Q3 		$1.25M Buy
24,756
+18,114
+273% +$956K 0.01% 519
2016
Q2 		$359K Sell
6,642
-124
-2% -$7.08K ﹤0.01% 940
2016
Q1 		$427K Buy
6,766
+127
+2% +$7.31K ﹤0.01% 820
2015
Q4 		$407K Sell
6,639
-521
-7% -$37.8K ﹤0.01% 857
2015
Q3 		$480K Sell
7,160
-4,080
-36% -$307K ﹤0.01% 760
2015
Q2 		$975K Sell
11,240
-193
-2% -$17.4K 0.01% 479
2015
Q1 		$1.02M Buy
11,433
+2,250
+25% +$212K 0.01% 446
2014
Q4 		$849K Buy
9,183
+6,489
+241% +$656K 0.01% 507
2014
Q3 		$285K Buy
2,694
+1,736
+181% +$184K ﹤0.01% 889
2014
Q2 		$96K Sell
958
-421
-31% -$42.2K ﹤0.01% 1458
2014
Q1 		$142K Buy
1,379
+341
+33% +$37.6K ﹤0.01% 1178
2013
Q4 		$114K Buy
1,038
+527
+103% +$57.3K ﹤0.01% 1128
2013
Q3 		$43K Hold
511
– – ﹤0.01% 1604
2013
Q2 		$37K Buy
+511
New +$37.6K ﹤0.01% 1544

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Creative Planning's IEP Position: Q1 2025 in Review

Creative Planning sold out of Icahn Enterprises (IEP) in Q1 2025, closing a stake of 18,948 shares — an estimated $164K sold.

Creative Planning first reported a position in IEP in Q2 2013 and held it in 47 quarters. The position peaked at $2.07M in Q2 2023. 110 funds tracked by Wall St. Rank hold IEP as of Q1 2025.

  • Creative Planning reported no remaining Icahn Enterprises position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 18,948 Icahn Enterprises shares in Q1 2025, an estimated $164K.
  • Creative Planning first reported a position in Icahn Enterprises in Q2 2013 and held it in 47 quarters.
  • Creative Planning's Icahn Enterprises position peaked at $2.07M in Q2 2023.
  • 110 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.