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Elevated Capital Advisors’s Icahn Enterprises IEP Stock Holding History

Elevated Capital 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
Q2 		– Sell
-8
Closed -$60 – 858
2026
Q1 		$60 Hold
8
– – ﹤0.01% 835
2025
Q4 		$60 Buy
+8
New +$64 ﹤0.01% 822

Other funds holding IEP

IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Susquehanna International Group
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Elevated Capital Advisors's IEP Position: Q2 2026 in Review

Elevated Capital Advisors sold out of Icahn Enterprises (IEP) in Q2 2026, closing a stake of 8 shares — an estimated $60 sold.

Elevated Capital Advisors first reported a position in IEP in Q4 2025 and held it in 2 quarters. The position peaked at $60 in Q1 2026. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • Elevated Capital Advisors reported no remaining Icahn Enterprises position as of Q2 2026 after selling out during the quarter.
  • Elevated Capital Advisors sold 8 Icahn Enterprises shares in Q2 2026, an estimated $60.
  • Elevated Capital Advisors first reported a position in Icahn Enterprises in Q4 2025 and held it in 2 quarters.
  • Elevated Capital Advisors's Icahn Enterprises position peaked at $60 in Q1 2026.
  • 116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.