Global Retirement Partners’s Icahn Enterprises IEP Stock Holding History

Global Retirement Partners’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	$60.2K	Buy	+8,353	New	+$64.3K	﹤0.01%	2398
2025 Q4	$55.4K	Sell	7,344 -816	-10%	-$6.58K	﹤0.01%	2294
2025 Q3	$68.7K	Buy	8,160 +189	+2%	+$1.65K	﹤0.01%	1720
2025 Q2	$64.1K	Buy	+7,971	New	+$68.2K	﹤0.01%	1639
2024 Q4	$61.7K	Buy	7,122 +1,089	+18%	+$13.2K	﹤0.01%	1522
2024 Q3	$81.6K	Buy	6,033 +413	+7%	+$6.24K	﹤0.01%	1331
2024 Q2	$92.6K	Buy	5,620 +611	+12%	+$10.4K	﹤0.01%	1241
2024 Q1	$85.2K	Sell	5,009 -486	-9%	-$8.93K	﹤0.01%	1150
2023 Q4	$98.2K	Buy	5,495 +4,526	+467%	+$79.2K	﹤0.01%	1055
2023 Q3	$17.7K	Buy	969 +31	+3%	+$783	﹤0.01%	1695
2023 Q2	$27.2K	Buy	938 +45	+5%	+$1.64K	﹤0.01%	1540
2023 Q1	$29.1K	Buy	+893	New	+$47.2K	﹤0.01%	1484

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

Global Retirement Partners's IEP Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Icahn Enterprises (IEP) in Q2 2026: 8,353 shares worth $60.2K. The stake represents ﹤0.01% of the portfolio and ranks #2398 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IEP as recently as Q4 2025.

Global Retirement Partners first reported a position in IEP in Q1 2023 and has held it in 12 quarters since. The position peaked at $98.2K in Q4 2023. 116 funds tracked by Wall St. Rank hold IEP as of Q2 2026.

Global Retirement Partners held 8,353 shares of Icahn Enterprises worth $60.2K as of Q2 2026.
Icahn Enterprises was a new Global Retirement Partners position in Q2 2026.
Icahn Enterprises made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2398 holding.
Global Retirement Partners first reported a position in Icahn Enterprises in Q1 2023 and has held it in 12 quarters since.
Global Retirement Partners's Icahn Enterprises position peaked at $98.2K in Q4 2023.
116 funds tracked by Wall St. Rank held Icahn Enterprises as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.