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Harbor Asset Planning’s Icahn Enterprises IEP Stock Holding History

Harbor Asset Planning’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
-458
Closed -$3.46K – 432
2025
Q4 		$3.46K Hold
458
– – ﹤0.01% 399
2025
Q3 		$3.86K Hold
458
– – ﹤0.01% 373
2025
Q2 		$3.69K Buy
+458
New +$3.92K ﹤0.01% 375

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 $893B 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 $200M AUM 134.59% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $7.5B AUM 33.9% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Harbor Asset Planning's IEP Position: Q1 2026 in Review

Harbor Asset Planning sold out of Icahn Enterprises (IEP) in Q1 2026, closing a stake of 458 shares — an estimated $3.46K sold.

Harbor Asset Planning first reported a position in IEP in Q2 2025 and held it in 3 quarters. The position peaked at $3.86K in Q3 2025. 111 funds tracked by Wall St. Rank hold IEP as of Q1 2026.

  • Harbor Asset Planning reported no remaining Icahn Enterprises position as of Q1 2026 after selling out during the quarter.
  • Harbor Asset Planning sold 458 Icahn Enterprises shares in Q1 2026, an estimated $3.46K.
  • Harbor Asset Planning first reported a position in Icahn Enterprises in Q2 2025 and held it in 3 quarters.
  • Harbor Asset Planning's Icahn Enterprises position peaked at $3.86K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2026.

Based on Harbor Asset Planning's 13F filing for Q1 2026, filed 22 Apr 2026.