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 Q2	$12.6K	Hold	1,753	–	–	﹤0.01%	2760
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

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

SAM

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

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

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

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

EverSource Wealth Advisors's IEP Position: Q2 2026 in Review

EverSource Wealth Advisors held its Icahn Enterprises (IEP) position steady in Q2 2026 at 1,753 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2760.

EverSource Wealth Advisors first reported a position in IEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $190K in Q1 2023. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

EverSource Wealth Advisors held 1,753 shares of Icahn Enterprises worth $12.6K as of Q2 2026.
EverSource Wealth Advisors left its Icahn Enterprises share count unchanged in Q2 2026.
Icahn Enterprises made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2760 holding.
EverSource Wealth Advisors first reported a position in Icahn Enterprises in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Icahn Enterprises position peaked at $190K in Q1 2023.
116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.