EWA
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EverSource Wealth Advisors’s Icahn Enterprises IEP Stock Holding History

EverSource Wealth 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
Q1 		$13.2K Hold
1,753
– – ﹤0.01% 2764
2025
Q4 		$13.2K Hold
1,753
– – ﹤0.01% 2656
2025
Q3 		$14.8K Hold
1,753
– – ﹤0.01% 2575
2025
Q2 		$14.1K Hold
1,753
– – ﹤0.01% 2572
2025
Q1 		$15.9K Sell
1,753
-1
-0.1% -$10 ﹤0.01% 1825
2024
Q4 		$15.2K Sell
1,754
-334
-16% -$4.04K ﹤0.01% 1778
2024
Q3 		$28.2K Hold
2,088
– – ﹤0.01% 1317
2024
Q2 		$36.9K Sell
2,088
-118
-5% -$2K ﹤0.01% 1241
2024
Q1 		$38.9K Sell
2,206
-412
-16% -$7.57K ﹤0.01% 1080
2023
Q4 		$45K Hold
2,618
– – ﹤0.01% 941
2023
Q3 		$51.8K Hold
2,618
– – 0.01% 792
2023
Q2 		$76K Sell
2,618
-1,053
-29% -$38.3K 0.01% 678
2023
Q1 		$190K Buy
3,671
+128
+4% +$6.77K 0.02% 375
2022
Q4 		$179K Buy
+3,543
New +$185K 0.03% 365

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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SAM
Soviero Asset Management New York $178M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
HF
HRT Financial New York $26B AUM 58.22% 1-Year Est. Return