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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Icahn Enterprises IEP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$36 Hold
5
– – ﹤0.01% 538
2026
Q1 		$38 Hold
5
– – ﹤0.01% 508
2025
Q4 		$38 Hold
5
– – ﹤0.01% 528
2025
Q3 		$42 Hold
5
– – ﹤0.01% 533
2025
Q2 		$40 Buy
+5
New +$43 ﹤0.01% 492

Other funds holding IEP

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Citigroup
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MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
S4W
Solutions 4 Wealth Southlake, Texas $77.5M AUM 17.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RWB
RMR Wealth Builders Montclair, New Jersey $1.61B AUM 27.77% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s IEP Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Icahn Enterprises (IEP) position steady in Q2 2026 at 5 shares worth $36. The position accounts for ﹤0.01% of the portfolio, ranked #538.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in IEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $42 in Q3 2025. 64 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 5 shares of Icahn Enterprises worth $36 as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Icahn Enterprises share count unchanged in Q2 2026.
  • Icahn Enterprises made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #538 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Icahn Enterprises in Q2 2025 and has held it in 5 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Icahn Enterprises position peaked at $42 in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.