HAG
IEP icon

HighPoint Advisor Group’s Icahn Enterprises IEP Stock Holding History

HighPoint Advisor Group’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
-25,299
Closed -$191K – 840
2025
Q4 		$191K Buy
25,299
+11
+0% +$89 ﹤0.01% 1034
2025
Q3 		$213K Buy
25,288
+6,820
+37% +$59.7K 0.01% 645
2025
Q2 		$149K Buy
18,468
+8
+0% +$68 0.01% 655
2025
Q1 		$164K Sell
18,460
-78
-0.4% -$751 0.01% 628
2024
Q4 		$181K Sell
18,538
-50
-0.3% -$605 0.01% 641
2024
Q3 		$233K Buy
18,588
+92
+0.5% +$1.39K 0.01% 570
2024
Q2 		$323K Buy
18,496
+8,421
+84% +$143K 0.02% 448
2024
Q1 		$185K Sell
10,075
-112
-1% -$2.06K 0.01% 604
2023
Q4 		$175K Buy
+10,187
New +$178K 0.01% 602

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

HighPoint Advisor Group's IEP Position: Q1 2026 in Review

HighPoint Advisor Group sold out of Icahn Enterprises (IEP) in Q1 2026, closing a stake of 25,299 shares — an estimated $191K sold.

HighPoint Advisor Group first reported a position in IEP in Q4 2023 and held it in 9 quarters. The position peaked at $323K in Q2 2024. 111 funds tracked by Wall St. Rank hold IEP as of Q1 2026.

  • HighPoint Advisor Group reported no remaining Icahn Enterprises position as of Q1 2026 after selling out during the quarter.
  • HighPoint Advisor Group sold 25,299 Icahn Enterprises shares in Q1 2026, an estimated $191K.
  • HighPoint Advisor Group first reported a position in Icahn Enterprises in Q4 2023 and held it in 9 quarters.
  • HighPoint Advisor Group's Icahn Enterprises position peaked at $323K in Q2 2024.
  • 111 funds tracked by Wall St. Rank held Icahn Enterprises as of Q1 2026.

Based on HighPoint Advisor Group's 13F filing for Q1 2026, filed 14 May 2026.