Estate Planners Group’s Icahn Enterprises IEP Stock Holding History

Estate Planners Group’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 Q1	–	Sell	-500	Closed	-$3.77K	–	217
2025 Q4	$3.77K	Buy	+500	New	+$4.03K	﹤0.01%	360

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

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

SAM

Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return

Jump Financial Chicago, Illinois $12.4B AUM 62.79% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Estate Planners Group's IEP Position: Q1 2026 in Review

Estate Planners Group sold out of Icahn Enterprises (IEP) in Q1 2026, closing a stake of 500 shares — an estimated $3.77K sold.

Estate Planners Group first reported a position in IEP in Q4 2025 and held it in 1 quarter. The position peaked at $3.77K in Q4 2025. 112 funds tracked by Wall St. Rank hold IEP as of Q1 2026.

Estate Planners Group reported no remaining Icahn Enterprises position as of Q1 2026 after selling out during the quarter.
Estate Planners Group sold 500 Icahn Enterprises shares in Q1 2026, an estimated $3.77K.
Estate Planners Group first reported a position in Icahn Enterprises in Q4 2025 and held it in 1 quarter.
Estate Planners Group's Icahn Enterprises position peaked at $3.77K in Q4 2025.
112 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.